Lenox Wealth Management’s Scotiabank BNS Stock Holding History

Lenox 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
2020 Q1	–	Sell	-148	Closed	-$8K	–	703
2019 Q4	$8K	Buy	148 +43	+41%	+$2.44K	﹤0.01%	471
2019 Q3	$6K	Buy	105 +35	+50%	+$1.88K	﹤0.01%	505
2019 Q2	$3K	Buy	70 +9	+15%	+$481	﹤0.01%	561
2019 Q1	$3K	Hold	61	–	–	﹤0.01%	571
2018 Q4	$3K	Buy	61 +39	+177%	+$2.1K	﹤0.01%	514
2018 Q3	$1K	Buy	+22	New	+$1.28K	﹤0.01%	613
2018 Q2	–	Sell	-11	Closed	-$2K	–	578
2018 Q1	$2K	Buy	+11	New	+$697	﹤0.01%	438

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Lenox Wealth Management's BNS Position: Q1 2020 in Review

Lenox Wealth Management sold out of Scotiabank (BNS) in Q1 2020, closing a stake of 148 shares — an estimated $8K sold.

Lenox Wealth Management first reported a position in BNS in Q1 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 345 funds tracked by Wall St. Rank hold BNS as of Q1 2020.

Lenox Wealth Management reported no remaining Scotiabank position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 148 Scotiabank shares in Q1 2020, an estimated $8K.
Lenox Wealth Management first reported a position in Scotiabank in Q1 2018 and held it in 7 quarters.
Lenox Wealth Management's Scotiabank position peaked at $8K in Q4 2019.
345 funds tracked by Wall St. Rank held Scotiabank as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.