Evercore Wealth Management’s Scotiabank BNS Stock Holding History

Evercore Wealth Management’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	-59	Closed	-$3K	–	972
2017 Q1	$3K	Hold	59	–	–	﹤0.01%	918
2016 Q4	$3K	Buy	+59	New	+$3.22K	﹤0.01%	920
2016 Q1	–	Sell	-3,066	Closed	-$121K	–	946
2015 Q4	$121K	Sell	3,066 -39	-1%	-$1.68K	0.01%	455
2015 Q3	$132K	Sell	3,105 -33	-1%	-$1.49K	0.01%	449
2015 Q2	$155K	Sell	3,138 -32	-1%	-$1.63K	0.01%	463
2015 Q1	$151K	Hold	3,170	–	–	0.01%	467
2014 Q4	$171K	Sell	3,170 -228	-7%	-$12.8K	0.01%	387
2014 Q3	$197K	Hold	3,398	–	–	0.01%	399
2014 Q2	$212K	Sell	3,398 -30	-0.9%	-$1.73K	0.01%	379
2014 Q1	$185K	Hold	3,428	–	–	0.01%	388
2013 Q4	$200K	Hold	3,428	–	–	0.01%	367
2013 Q3	$183K	Hold	3,428	–	–	0.01%	406
2013 Q2	$171K	Buy	+3,428	New	+$180K	0.01%	420

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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 $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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evercore Wealth Management's BNS Position: Q2 2017 in Review

Evercore Wealth Management sold out of Scotiabank (BNS) in Q2 2017, closing a stake of 59 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in BNS in Q2 2013 and held it in 13 quarters. The position peaked at $212K in Q2 2014. 341 funds tracked by Wall St. Rank hold BNS as of Q2 2017.

Evercore Wealth Management reported no remaining Scotiabank position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 59 Scotiabank shares in Q2 2017, an estimated $3K.
Evercore Wealth Management first reported a position in Scotiabank in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's Scotiabank position peaked at $212K in Q2 2014.
341 funds tracked by Wall St. Rank held Scotiabank as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.