Bank of Nova Scotia
AGGY icon

Bank of Nova Scotia’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bank of Nova Scotia’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-194,124
Closed -$9.95M – 893
2019
Q2 		$9.95M Sell
194,124
-5,492
-3% -$276K 0.04% 301
2019
Q1 		$9.95M Buy
+199,616
New +$9.76M 0.04% 313

Other funds holding AGGY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Bank of Nova Scotia's AGGY Position: Q3 2019 in Review

Bank of Nova Scotia sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2019, closing a stake of 194,124 shares — an estimated $9.95M sold.

Bank of Nova Scotia first reported a position in AGGY in Q1 2019 and held it in 2 quarters. The position peaked at $9.95M in Q2 2019. 99 funds tracked by Wall St. Rank hold AGGY as of Q3 2019.

  • Bank of Nova Scotia reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Bank of Nova Scotia sold 194,124 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2019, an estimated $9.95M.
  • Bank of Nova Scotia first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 2 quarters.
  • Bank of Nova Scotia's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.95M in Q2 2019.
  • 99 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2019.

Based on Bank of Nova Scotia's 13F filing for Q3 2019, filed 14 Nov 2019.