WMS Partners’s BCE BCE Stock Holding History

WMS Partners’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,924	Closed	-$332K	–	224
2017 Q4	$332K	Sell	6,924 -845	-11%	-$40.2K	0.04%	171
2017 Q3	$364K	Buy	7,769 +1,743	+29%	+$81.6K	0.04%	156
2017 Q2	$271K	Buy	6,026 +1,026	+21%	+$46.2K	0.03%	174
2017 Q1	$221K	Hold	5,000	–	–	0.03%	189
2016 Q4	$216K	Hold	5,000	–	–	0.03%	178
2016 Q3	$231K	Hold	5,000	–	–	0.03%	172
2016 Q2	$237K	Hold	5,000	–	–	0.03%	183
2016 Q1	$228K	Buy	+5,000	New	+$209K	0.03%	181
2015 Q4	–	Sell	-5,000	Closed	-$205K	–	202
2015 Q3	$205K	Hold	5,000	–	–	0.03%	192
2015 Q2	$213K	Hold	5,000	–	–	0.02%	257
2015 Q1	$212K	Sell	5,000 -1,988	-28%	-$88.6K	0.03%	255
2014 Q4	$320K	Buy	6,988 +1,988	+40%	+$89.3K	0.05%	158
2014 Q3	$214K	Hold	5,000	–	–	0.03%	224
2014 Q2	$227K	Hold	5,000	–	–	0.04%	224
2014 Q1	$216K	Hold	5,000	–	–	0.03%	227
2013 Q4	$216K	Buy	+5,000	New	+$217K	0.04%	214

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WMS Partners's BCE Position: Q1 2018 in Review

WMS Partners sold out of BCE (BCE) in Q1 2018, closing a stake of 6,924 shares — an estimated $332K sold.

WMS Partners first reported a position in BCE in Q4 2013 and held it in 16 quarters. The position peaked at $364K in Q3 2017. 503 funds tracked by Wall St. Rank hold BCE as of Q1 2018.

WMS Partners reported no remaining BCE position as of Q1 2018 after selling out during the quarter.
WMS Partners sold 6,924 BCE shares in Q1 2018, an estimated $332K.
WMS Partners first reported a position in BCE in Q4 2013 and held it in 16 quarters.
WMS Partners's BCE position peaked at $364K in Q3 2017.
503 funds tracked by Wall St. Rank held BCE as of Q1 2018.

Based on WMS Partners's 13F filing for Q1 2018, filed 14 May 2018.