Gupta Wealth Management’s Scotiabank BNS Stock Holding History

Gupta 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
2016 Q1	$417K	Buy	8,719 +134	+2%	+$5.49K	0.1%	154
2015 Q4	$340K	Sell	8,585 -4,253	-33%	-$184K	0.09%	176
2015 Q3	$547K	Sell	12,838 -1,293	-9%	-$58.2K	0.13%	128
2015 Q2	$698K	Sell	14,131 -3,398	-19%	-$173K	0.17%	116
2015 Q1	$833K	Buy	+17,529	New	+$856K	0.25%	96

Other funds holding BNS

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

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

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

JFL

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

Gupta Wealth Management's BNS Position: Q1 2016 in Review

Gupta Wealth Management increased its Scotiabank (BNS) stake by 1.6% in Q1 2016, buying an estimated $5.49K and bringing the position to 8,719 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #154.

Gupta Wealth Management first reported a position in BNS in Q1 2015 and has held it in 5 quarters since. The position peaked at $833K in Q1 2015. 297 funds tracked by Wall St. Rank hold BNS as of Q1 2016.

Gupta Wealth Management held 8,719 shares of Scotiabank worth $417K as of Q1 2016.
Gupta Wealth Management bought 134 Scotiabank shares in Q1 2016, an estimated $5.49K.
Scotiabank made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #154 holding.
Gupta Wealth Management first reported a position in Scotiabank in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Scotiabank position peaked at $833K in Q1 2015.
297 funds tracked by Wall St. Rank held Scotiabank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.