Transform Wealth’s Scotiabank BNS Stock Holding History

Transform Wealth’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 Q3	–	Sell	-5,440	Closed	-$311K	–	198
2018 Q2	$311K	Sell	5,440 -1,802	-25%	-$109K	0.06%	183
2018 Q1	$447K	Sell	7,242 -19,798	-73%	-$1.26M	0.09%	178
2017 Q4	$1.75M	Buy	27,040 +610	+2%	+$39.5K	0.32%	103
2017 Q3	$1.7M	Sell	26,430 -149	-0.6%	-$9.26K	0.59%	48
2017 Q2	$1.6M	Buy	26,579 +15,029	+130%	+$861K	1.8%	16
2017 Q1	$676K	Sell	11,550 -300	-3%	-$17.8K	0.25%	137
2016 Q4	$660K	Buy	11,850 +2,500	+27%	+$136K	0.26%	129
2016 Q3	$495K	Sell	9,350 -2,500	-21%	-$129K	0.21%	133
2016 Q2	$581K	Buy	+11,850	New	+$582K	0.24%	127

Other funds holding BNS

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return