Cypress Wealth Advisors’s Scotiabank BNS Stock Holding History

Cypress 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
2017 Q2	–	Sell	-5,234	Closed	-$307K	–	101
2017 Q1	$307K	Buy	5,234 +218	+4%	+$12.9K	0.14%	139
2016 Q4	$279K	Hold	5,016	–	–	0.13%	146
2016 Q3	$266K	Buy	5,016 +377	+8%	+$19.5K	0.12%	148
2016 Q2	$227K	Buy	+4,639	New	+$228K	0.11%	155
2015 Q3	–	Sell	-10,052	Closed	-$496K	–	184
2015 Q2	$496K	Buy	+10,052	New	+$512K	0.29%	89

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

JFL

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cypress Wealth Advisors's BNS Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Scotiabank (BNS) in Q2 2017, closing a stake of 5,234 shares — an estimated $307K sold.

Cypress Wealth Advisors first reported a position in BNS in Q2 2015 and held it in 5 quarters. The position peaked at $496K in Q2 2015. 341 funds tracked by Wall St. Rank hold BNS as of Q2 2017.

Cypress Wealth Advisors reported no remaining Scotiabank position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,234 Scotiabank shares in Q2 2017, an estimated $307K.
Cypress Wealth Advisors first reported a position in Scotiabank in Q2 2015 and held it in 5 quarters.
Cypress Wealth Advisors's Scotiabank position peaked at $496K in Q2 2015.
341 funds tracked by Wall St. Rank held Scotiabank as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.