Zevin Asset Management’s BCE BCE Stock Holding History

Zevin Asset Management’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
2015 Q3	–	Sell	-41,859	Closed	-$1.78M	–	134
2015 Q2	$1.78M	Buy	41,859 +3,770	+10%	+$166K	0.47%	60
2015 Q1	$1.61M	Buy	38,089 +3,120	+9%	+$139K	0.44%	64
2014 Q4	$1.6M	Sell	34,969 -260	-0.7%	-$11.7K	0.45%	68
2014 Q3	$1.51M	Sell	35,229 -76,331	-68%	-$3.41M	0.44%	64
2014 Q2	$5.06M	Buy	+111,560	New	+$5.03M	1.49%	21

Other funds holding BCE

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Zevin Asset Management's BCE Position: Q3 2015 in Review

Zevin Asset Management sold out of BCE (BCE) in Q3 2015, closing a stake of 41,859 shares — an estimated $1.78M sold.

Zevin Asset Management first reported a position in BCE in Q2 2014 and held it in 5 quarters. The position peaked at $5.06M in Q2 2014. 420 funds tracked by Wall St. Rank hold BCE as of Q3 2015.

Zevin Asset Management reported no remaining BCE position as of Q3 2015 after selling out during the quarter.
Zevin Asset Management sold 41,859 BCE shares in Q3 2015, an estimated $1.78M.
Zevin Asset Management first reported a position in BCE in Q2 2014 and held it in 5 quarters.
Zevin Asset Management's BCE position peaked at $5.06M in Q2 2014.
420 funds tracked by Wall St. Rank held BCE as of Q3 2015.

Based on Zevin Asset Management's 13F filing for Q3 2015, filed 12 Nov 2015.