River Wealth Advisors’s Scotiabank BNS Stock Holding History

River 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
2019 Q1	–	Sell	-730	Closed	-$36K	–	187
2018 Q4	$36K	Sell	730 -200	-22%	-$10.8K	0.02%	274
2018 Q3	$55K	Sell	930 -365	-28%	-$21.3K	0.02%	271
2018 Q2	$74K	Buy	+1,295	New	+$78K	0.03%	232
2015 Q4	–	Sell	-15,542	Closed	-$662K	–	143
2015 Q3	$662K	Sell	15,542 -1,752	-10%	-$78.8K	0.45%	76
2015 Q2	$854K	Sell	17,294 -476	-3%	-$24.3K	0.54%	72
2015 Q1	$845K	Buy	+17,770	New	+$868K	0.52%	73

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

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

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

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

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

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

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

JFL

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

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

River Wealth Advisors's BNS Position: Q1 2019 in Review

River Wealth Advisors sold out of Scotiabank (BNS) in Q1 2019, closing a stake of 730 shares — an estimated $36K sold.

River Wealth Advisors first reported a position in BNS in Q1 2015 and held it in 6 quarters. The position peaked at $854K in Q2 2015. 373 funds tracked by Wall St. Rank hold BNS as of Q1 2019.

River Wealth Advisors reported no remaining Scotiabank position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 730 Scotiabank shares in Q1 2019, an estimated $36K.
River Wealth Advisors first reported a position in Scotiabank in Q1 2015 and held it in 6 quarters.
River Wealth Advisors's Scotiabank position peaked at $854K in Q2 2015.
373 funds tracked by Wall St. Rank held Scotiabank as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.