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Summit Trail Advisors’s Scotiabank BNS Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-485
Closed -$32K – 584
2017
Q4 		$32K Buy
+485
New +$31.4K ﹤0.01% 920

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

Summit Trail Advisors's BNS Position: Q1 2018 in Review

Summit Trail Advisors sold out of Scotiabank (BNS) in Q1 2018, closing a stake of 485 shares — an estimated $32K sold.

Summit Trail Advisors first reported a position in BNS in Q4 2017 and held it in 1 quarter. The position peaked at $32K in Q4 2017. 401 funds tracked by Wall St. Rank hold BNS as of Q1 2018.

  • Summit Trail Advisors reported no remaining Scotiabank position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 485 Scotiabank shares in Q1 2018, an estimated $32K.
  • Summit Trail Advisors first reported a position in Scotiabank in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Scotiabank position peaked at $32K in Q4 2017.
  • 401 funds tracked by Wall St. Rank held Scotiabank as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.