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RPg Family Wealth Advisory’s Scotiabank BNS Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-896
Closed -$55.3K – 234
2018
Q1 		$55.3K Sell
896
-35
-4% -$2.22K 0.05% 108
2017
Q4 		$60.1K Hold
931
– – 0.05% 112
2017
Q3 		$59.8K Hold
931
– – 0.05% 125
2017
Q2 		$56K Buy
931
+261
+39% +$15K 0.05% 139
2017
Q1 		$39.2K Buy
+670
New +$39.8K 0.03% 156

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

RPg Family Wealth Advisory's BNS Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Scotiabank (BNS) in Q2 2018, closing a stake of 896 shares — an estimated $55.3K sold.

RPg Family Wealth Advisory first reported a position in BNS in Q1 2017 and held it in 5 quarters. The position peaked at $60.1K in Q4 2017. 377 funds tracked by Wall St. Rank hold BNS as of Q2 2018.

  • RPg Family Wealth Advisory reported no remaining Scotiabank position as of Q2 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 896 Scotiabank shares in Q2 2018, an estimated $55.3K.
  • RPg Family Wealth Advisory first reported a position in Scotiabank in Q1 2017 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Scotiabank position peaked at $60.1K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Scotiabank as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.