Dark
Light
System
Security
BCE INC COM NEW
BCE INC COM NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 21 Institutional holders with a total value of $83,533,340.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 874,352 39,661,000 47.48%
2 JAMES INVESTMENT RESEARCH, INC. 297,355 13,488,000 16.15%
3 ZEVIN ASSET MANAGEMENT LLC 111,560 5,060,000 6.06%
4 Maple Capital Management, Inc. 85,404 3,874,000 4.64%
5 Bollard Group LLC 82,864 3,759,000 4.50%
6 D L CARLSON INVESTMENT GROUP INC 73,225 3,321,000 3.98%
7 KCM INVESTMENT ADVISORS LLC 57,553 2,611,000 3.13%
8 Beaumont Financial Partners, LLC 49,710 2,255,000 2.70%
9 World Asset Management Inc 42,312 1,919,000 2.30%
10 SCHMIDT P J INVESTMENT MANAGEMENT INC 41,295 1,873,000 2.24%
11 Lipe & Dalton 30,125 1,366,000 1.64%
12 Clarkston Capital Partners, LLC 25,000 1,134,000 1.36%
13 Opus Capital Group, LLC 19,571 888,000 1.06%
14 RONALD BLUE & CO LLC 15,080 684,000 0.82%
15 Azimuth Capital Management LLC 8,800 399,000 0.48%
16 ArchPoint Investors 8,270 375,000 0.45%
17 PARSONS CAPITAL MANAGEMENT INC/RI 7,868 357,000 0.43%
18 BECK MACK & OLIVER LLC 6,000 272,000 0.33%
19 KLINGENSTEIN FIELDS & CO LP 4,580 208,000 0.25%
20 QCI ASSET MANAGEMENT INC/NY 400 18,000 0.02%
21 First City Capital Management, Inc. 250 11,340 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.