Elm Advisors’s Scotiabank BNS Stock Holding History

Elm 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
2018 Q4	–	Sell	-350	Closed	-$21K	–	107
2018 Q3	$21K	Buy	+350	New	+$20.4K	0.01%	216

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

JFL

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

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

Elm Advisors's BNS Position: Q4 2018 in Review

Elm Advisors sold out of Scotiabank (BNS) in Q4 2018, closing a stake of 350 shares — an estimated $21K sold.

Elm Advisors first reported a position in BNS in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 369 funds tracked by Wall St. Rank hold BNS as of Q4 2018.

Elm Advisors reported no remaining Scotiabank position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 350 Scotiabank shares in Q4 2018, an estimated $21K.
Elm Advisors first reported a position in Scotiabank in Q3 2018 and held it in 1 quarter.
Elm Advisors's Scotiabank position peaked at $21K in Q3 2018.
369 funds tracked by Wall St. Rank held Scotiabank as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.