Wealthspire Advisors (Maryland)’s Scotiabank BNS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-70	Closed	-$4K	–	663
2019 Q1	$4K	Buy	70 +27	+63%	+$1.48K	﹤0.01%	1885
2018 Q4	$2K	Sell	43 -2	-4%	-$108	﹤0.01%	2060
2018 Q3	$3K	Buy	45 +23	+105%	+$1.34K	﹤0.01%	2005
2018 Q2	$1K	Sell	22 -16	-42%	-$964	﹤0.01%	2280
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	2139
2017 Q4	$2K	Buy	38 +20	+111%	+$1.29K	﹤0.01%	2094
2017 Q3	$1K	Sell	18 -34	-65%	-$2.11K	﹤0.01%	2068
2017 Q2	$3K	Hold	52	–	–	﹤0.01%	1879
2017 Q1	$3K	Buy	+52	New	+$3.09K	﹤0.01%	1611

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BNS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Scotiabank (BNS) in Q2 2019, closing a stake of 70 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in BNS in Q1 2017 and held it in 9 quarters. The position peaked at $4K in Q1 2019. 355 funds tracked by Wall St. Rank hold BNS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Scotiabank position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 70 Scotiabank shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Scotiabank in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Scotiabank position peaked at $4K in Q1 2019.
355 funds tracked by Wall St. Rank held Scotiabank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.