Intercontinental Wealth Advisors’s Scotiabank BNS Stock Holding History

Intercontinental 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 Q1	–	Sell	-7,511	Closed	-$418K	–	155
2016 Q4	$418K	Sell	7,511 -67	-0.9%	-$3.65K	0.27%	73
2016 Q3	$402K	Sell	7,578 -732	-9%	-$37.9K	0.29%	76
2016 Q2	$407K	Sell	8,310 -679	-8%	-$33.4K	0.3%	72
2016 Q1	$430K	Sell	8,989 -1,123	-11%	-$46K	0.32%	66
2015 Q4	$400K	Buy	+10,112	New	+$436K	0.27%	86

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Intercontinental Wealth Advisors's BNS Position: Q1 2017 in Review

Intercontinental Wealth Advisors sold out of Scotiabank (BNS) in Q1 2017, closing a stake of 7,511 shares — an estimated $418K sold.

Intercontinental Wealth Advisors first reported a position in BNS in Q4 2015 and held it in 5 quarters. The position peaked at $430K in Q1 2016. 349 funds tracked by Wall St. Rank hold BNS as of Q1 2017.

Intercontinental Wealth Advisors reported no remaining Scotiabank position as of Q1 2017 after selling out during the quarter.
Intercontinental Wealth Advisors sold 7,511 Scotiabank shares in Q1 2017, an estimated $418K.
Intercontinental Wealth Advisors first reported a position in Scotiabank in Q4 2015 and held it in 5 quarters.
Intercontinental Wealth Advisors's Scotiabank position peaked at $430K in Q1 2016.
349 funds tracked by Wall St. Rank held Scotiabank as of Q1 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2017, filed 9 Mar 2018.