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Lucia Wealth Services’s Scotiabank BNS Stock Holding History

Lucia Wealth Services’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
2018
Q3 		– Sell
-5,835
Closed -$334K – 219
2018
Q2 		$334K Buy
+5,835
New +$351K 0.15% 99

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lucia Wealth Services's BNS Position: Q3 2018 in Review

Lucia Wealth Services sold out of Scotiabank (BNS) in Q3 2018, closing a stake of 5,835 shares — an estimated $334K sold.

Lucia Wealth Services first reported a position in BNS in Q2 2018 and held it in 1 quarter. The position peaked at $334K in Q2 2018. 374 funds tracked by Wall St. Rank hold BNS as of Q3 2018.

  • Lucia Wealth Services reported no remaining Scotiabank position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 5,835 Scotiabank shares in Q3 2018, an estimated $334K.
  • Lucia Wealth Services first reported a position in Scotiabank in Q2 2018 and held it in 1 quarter.
  • Lucia Wealth Services's Scotiabank position peaked at $334K in Q2 2018.
  • 374 funds tracked by Wall St. Rank held Scotiabank as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.