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Bank of Nova Scotia Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bank of Nova Scotia Trust’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-130
Closed -$12K – 335
2017
Q3 		$12K Buy
+130
New +$12.2K ﹤0.01% 328

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Bank of Nova Scotia Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2017, closing a stake of 130 shares — an estimated $12K sold.

Bank of Nova Scotia Trust first reported a position in RSP in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 548 funds tracked by Wall St. Rank hold RSP as of Q4 2017.

  • Bank of Nova Scotia Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2017 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 130 Invesco S&P 500 Equal Weight ETF shares in Q4 2017, an estimated $12K.
  • Bank of Nova Scotia Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2017 and held it in 1 quarter.
  • Bank of Nova Scotia Trust's Invesco S&P 500 Equal Weight ETF position peaked at $12K in Q3 2017.
  • 548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2017.

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