Burt Wealth Advisors’s Scotiabank BNS Stock Holding History

Burt Wealth Advisors’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
2020 Q4	–	Sell	-475	Closed	-$20K	–	389
2020 Q3	$20K	Hold	475	–	–	0.01%	239
2020 Q2	$20K	Hold	475	–	–	0.01%	231
2020 Q1	$19K	Hold	475	–	–	0.01%	228
2019 Q4	$27K	Hold	475	–	–	0.01%	213
2019 Q3	$27K	Hold	475	–	–	0.01%	211
2019 Q2	$26K	Hold	475	–	–	0.01%	213
2019 Q1	$25K	Hold	475	–	–	0.01%	221
2018 Q4	$24K	Hold	475	–	–	0.01%	219
2018 Q3	$28K	Hold	475	–	–	0.01%	226
2018 Q2	$27K	Hold	475	–	–	0.01%	223
2018 Q1	$29K	Hold	475	–	–	0.01%	229
2017 Q4	$31K	Hold	475	–	–	0.02%	216
2017 Q3	$31K	Hold	475	–	–	0.02%	208
2017 Q2	$28K	Hold	475	–	–	0.02%	232
2017 Q1	$28K	Hold	475	–	–	0.02%	204
2016 Q4	$26K	Hold	475	–	–	0.02%	213
2016 Q3	$25K	Hold	475	–	–	0.03%	202
2016 Q2	$23K	Sell	475 -10	-2%	-$491	0.03%	204
2016 Q1	$23K	Hold	485	–	–	0.02%	229
2015 Q4	$19K	Sell	485 -7	-1%	-$302	0.02%	209
2015 Q3	$20K	Sell	492 -5	-1%	-$225	0.02%	184
2015 Q2	$24K	Sell	497 -5	-1%	-$255	0.03%	187
2015 Q1	$24K	Hold	502	–	–	0.02%	175
2014 Q4	$27K	Buy	+502	New	+$28.2K	0.03%	169

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Burt Wealth Advisors's BNS Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Scotiabank (BNS) in Q4 2020, closing a stake of 475 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in BNS in Q4 2014 and held it in 24 quarters. The position peaked at $31K in Q4 2017. 373 funds tracked by Wall St. Rank hold BNS as of Q4 2020.

Burt Wealth Advisors reported no remaining Scotiabank position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 475 Scotiabank shares in Q4 2020, an estimated $20K.
Burt Wealth Advisors first reported a position in Scotiabank in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Scotiabank position peaked at $31K in Q4 2017.
373 funds tracked by Wall St. Rank held Scotiabank as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.