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BCE INC COM NEW
BCE INC COM NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 21 Institutional holders with a total value of $85,513,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 1,054,401 48,355,000 56.55%
2 JAMES INVESTMENT RESEARCH, INC. 196,355 9,005,000 10.53%
3 Bollard Group LLC 93,796 4,301,000 5.03%
4 Maple Capital Management, Inc. 90,443 4,148,000 4.85%
5 D L CARLSON INVESTMENT GROUP INC 69,325 3,179,000 3.72%
6 KCM INVESTMENT ADVISORS LLC 65,224 2,991,000 3.50%
7 World Asset Management Inc 40,319 1,849,000 2.16%
8 SCHMIDT P J INVESTMENT MANAGEMENT INC 38,160 1,750,000 2.05%
9 Lipe & Dalton 37,050 1,699,000 1.99%
10 ZEVIN ASSET MANAGEMENT LLC 34,969 1,604,000 1.88%
11 Beaumont Financial Partners, LLC 31,125 1,427,000 1.67%
12 Clarkston Capital Partners, LLC 25,000 1,147,000 1.34%
13 Opus Capital Group, LLC 18,025 827,000 0.97%
14 RONALD BLUE & CO LLC 16,301 747,000 0.87%
15 Garrison Asset Management, LLC 14,900 637,000 0.74%
16 Azimuth Capital Management LLC 11,800 541,000 0.63%
17 Avalon Investment & Advisory 10,715 491,000 0.57%
18 PARSONS CAPITAL MANAGEMENT INC/RI 6,503 299,000 0.35%
19 BECK MACK & OLIVER LLC 6,150 282,000 0.33%
20 KLINGENSTEIN FIELDS & CO LP 4,700 216,000 0.25%
21 QCI ASSET MANAGEMENT INC/NY 400 18,000 0.02%

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.