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Avantax Planning Partners’s Scotiabank BNS Stock Holding History

Avantax Planning Partners’s Portfolio BNS Stock Details BNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-159
Closed -$9K – 398
2018
Q3 		$9K Buy
+159
New +$9.29K ﹤0.01% 901
2018
Q2 		– Sell
-159
Closed -$10K – 400
2018
Q1 		$10K Buy
+159
New +$10.1K ﹤0.01% 1039

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Avantax Planning Partners's BNS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Scotiabank (BNS) in Q4 2018, closing a stake of 159 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in BNS in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 369 funds tracked by Wall St. Rank hold BNS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Scotiabank position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 159 Scotiabank shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Scotiabank in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Scotiabank position peaked at $10K in Q1 2018.
  • 369 funds tracked by Wall St. Rank held Scotiabank as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.