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Bank of Nova Scotia Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Bank of Nova Scotia Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$51K – 261
2017
Q3 		$51K Buy
+200
New +$49.7K 0.01% 247

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Northwestern Mutual Wealth Management
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PPA
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Creative Planning
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PNC Financial Services Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Trust's IVV Position: Q4 2017 in Review

Bank of Nova Scotia Trust sold out of iShares Core S&P 500 ETF (IVV) in Q4 2017, closing a stake of 200 shares — an estimated $51K sold.

Bank of Nova Scotia Trust first reported a position in IVV in Q3 2017 and held it in 1 quarter. The position peaked at $51K in Q3 2017. 1,353 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

  • Bank of Nova Scotia Trust reported no remaining iShares Core S&P 500 ETF position as of Q4 2017 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 200 iShares Core S&P 500 ETF shares in Q4 2017, an estimated $51K.
  • Bank of Nova Scotia Trust first reported a position in iShares Core S&P 500 ETF in Q3 2017 and held it in 1 quarter.
  • Bank of Nova Scotia Trust's iShares Core S&P 500 ETF position peaked at $51K in Q3 2017.
  • 1,353 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on Bank of Nova Scotia Trust's 13F filing for Q4 2017, filed 13 Feb 2018.