TCI Wealth Advisors’s Scotiabank BNS Stock Holding History

TCI 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
2016 Q2	–	Sell	-1,145	Closed	-$55K	–	1302
2016 Q1	$55K	Hold	1,145	–	–	0.03%	288
2015 Q4	$45K	Sell	1,145 -14	-1%	-$604	0.03%	318
2015 Q3	$49K	Sell	1,159 -12	-1%	-$540	0.03%	290
2015 Q2	$58K	Sell	1,171 -12	-1%	-$611	0.03%	265
2015 Q1	$56K	Hold	1,183	–	–	0.04%	229
2014 Q4	$64K	Sell	1,183 -12	-1%	-$675	0.04%	222
2014 Q3	$69K	Hold	1,195	–	–	0.04%	207
2014 Q2	$75K	Sell	1,195 -10	-0.8%	-$578	0.05%	207
2014 Q1	$65K	Hold	1,205	–	–	0.04%	205
2013 Q4	$70K	Hold	1,205	–	–	0.04%	207
2013 Q3	$64K	Hold	1,205	–	–	0.05%	192
2013 Q2	$60K	Buy	+1,205	New	+$63.3K	0.05%	205

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCI Wealth Advisors's BNS Position: Q2 2016 in Review

TCI Wealth Advisors sold out of Scotiabank (BNS) in Q2 2016, closing a stake of 1,145 shares — an estimated $55K sold.

TCI Wealth Advisors first reported a position in BNS in Q2 2013 and held it in 12 quarters. The position peaked at $75K in Q2 2014. 308 funds tracked by Wall St. Rank hold BNS as of Q2 2016.

TCI Wealth Advisors reported no remaining Scotiabank position as of Q2 2016 after selling out during the quarter.
TCI Wealth Advisors sold 1,145 Scotiabank shares in Q2 2016, an estimated $55K.
TCI Wealth Advisors first reported a position in Scotiabank in Q2 2013 and held it in 12 quarters.
TCI Wealth Advisors's Scotiabank position peaked at $75K in Q2 2014.
308 funds tracked by Wall St. Rank held Scotiabank as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.