LifePlan Financial Group’s Scotiabank BNS Stock Holding History

LifePlan Financial Group’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 Q3	$43K	Hold	1,026	–	–	0.02%	257
2020 Q2	$42K	Hold	1,026	–	–	0.02%	259
2020 Q1	$42K	Sell	1,026 -59	-5%	-$2.98K	0.02%	239
2019 Q4	$61K	Sell	1,085 -80	-7%	-$4.55K	0.03%	223
2019 Q3	$66K	Hold	1,165	–	–	0.03%	213
2019 Q2	$63K	Buy	1,165 +790	+211%	+$42.2K	0.03%	218
2019 Q1	$20K	Hold	375	–	–	0.01%	346
2018 Q4	$19K	Hold	375	–	–	0.01%	334
2018 Q3	$22K	Hold	375	–	–	0.01%	326
2018 Q2	$21K	Hold	375	–	–	0.01%	327
2018 Q1	$23K	Buy	+375	New	+$23.8K	0.01%	300
2014 Q2	–	Sell	-404	Closed	-$22K	–	82
2014 Q1	$22K	Buy	+404	New	+$21.6K	0.02%	145

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JFL

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

LifePlan Financial Group's BNS Position: Q3 2020 in Review

LifePlan Financial Group held its Scotiabank (BNS) position steady in Q3 2020 at 1,026 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #257.

LifePlan Financial Group first reported a position in BNS in Q1 2014 and has held it in 12 quarters since. The position peaked at $66K in Q3 2019. 333 funds tracked by Wall St. Rank hold BNS as of Q3 2020.

LifePlan Financial Group held 1,026 shares of Scotiabank worth $43K as of Q3 2020.
LifePlan Financial Group left its Scotiabank share count unchanged in Q3 2020.
Scotiabank made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #257 holding.
LifePlan Financial Group first reported a position in Scotiabank in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's Scotiabank position peaked at $66K in Q3 2019.
333 funds tracked by Wall St. Rank held Scotiabank as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.