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Rockefeller Financial Services’s Scotiabank BNS Stock Holding History

Rockefeller Financial 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
2014
Q4 		– Sell
-6,156
Closed -$357K – 480
2014
Q3 		$357K Hold
6,156
– – 0.01% 275
2014
Q2 		$384K Sell
6,156
-54
-0.9% -$3.12K 0.01% 285
2014
Q1 		$335K Hold
6,210
– – 0.01% 289
2013
Q4 		$361K Hold
6,210
– – 0.01% 295
2013
Q3 		$331K Buy
6,210
+2,680
+76% +$140K 0.01% 292
2013
Q2 		$176K Buy
+3,530
New +$185K ﹤0.01% 338

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Rockefeller Financial Services's BNS Position: Q4 2014 in Review

Rockefeller Financial Services sold out of Scotiabank (BNS) in Q4 2014, closing a stake of 6,156 shares — an estimated $357K sold.

Rockefeller Financial Services first reported a position in BNS in Q2 2013 and held it in 6 quarters. The position peaked at $384K in Q2 2014. 326 funds tracked by Wall St. Rank hold BNS as of Q4 2014.

  • Rockefeller Financial Services reported no remaining Scotiabank position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 6,156 Scotiabank shares in Q4 2014, an estimated $357K.
  • Rockefeller Financial Services first reported a position in Scotiabank in Q2 2013 and held it in 6 quarters.
  • Rockefeller Financial Services's Scotiabank position peaked at $384K in Q2 2014.
  • 326 funds tracked by Wall St. Rank held Scotiabank as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.