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Ropes Wealth Advisors’s Scotiabank BNS Stock Holding History

Ropes 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
2017
Q4 		– Sell
-315
Closed -$20K – 782
2017
Q3 		$20K Hold
315
– – 0.01% 405
2017
Q2 		$19K Buy
+315
New +$18K 0.01% 397

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
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Ropes Wealth Advisors's BNS Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Scotiabank (BNS) in Q4 2017, closing a stake of 315 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in BNS in Q2 2017 and held it in 2 quarters. The position peaked at $20K in Q3 2017. 393 funds tracked by Wall St. Rank hold BNS as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining Scotiabank position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 315 Scotiabank shares in Q4 2017, an estimated $20K.
  • Ropes Wealth Advisors first reported a position in Scotiabank in Q2 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Scotiabank position peaked at $20K in Q3 2017.
  • 393 funds tracked by Wall St. Rank held Scotiabank as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.