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Perigon Wealth Management’s Scotiabank BNS Stock Holding History

Perigon 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
2017
Q2 		– Sell
-1,331
Closed -$79K – 581
2017
Q1 		$79K Sell
1,331
-298
-18% -$17.7K 0.02% 327
2016
Q4 		$97K Buy
1,629
+1,402
+618% +$76.5K 0.02% 290
2016
Q3 		$12K Buy
+227
New +$11.7K ﹤0.01% 457

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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)
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Perigon Wealth Management's BNS Position: Q2 2017 in Review

Perigon Wealth Management sold out of Scotiabank (BNS) in Q2 2017, closing a stake of 1,331 shares — an estimated $79K sold.

Perigon Wealth Management first reported a position in BNS in Q3 2016 and held it in 3 quarters. The position peaked at $97K in Q4 2016. 341 funds tracked by Wall St. Rank hold BNS as of Q2 2017.

  • Perigon Wealth Management reported no remaining Scotiabank position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,331 Scotiabank shares in Q2 2017, an estimated $79K.
  • Perigon Wealth Management first reported a position in Scotiabank in Q3 2016 and held it in 3 quarters.
  • Perigon Wealth Management's Scotiabank position peaked at $97K in Q4 2016.
  • 341 funds tracked by Wall St. Rank held Scotiabank as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.