WFG Advisors’s Scotiabank BNS Stock Holding History

WFG 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 Q4	–	Sell	-98	Closed	-$5K	–	1564
2016 Q3	$5K	Hold	98	–	–	﹤0.01%	1260
2016 Q2	$5K	Sell	98 -2	-2%	-$98	﹤0.01%	1232
2016 Q1	$5K	Sell	100 -46	-32%	-$1.88K	﹤0.01%	1181
2015 Q4	$6K	Sell	146 -2	-1%	-$86	﹤0.01%	1178
2015 Q3	$6K	Sell	148 -106	-42%	-$4.77K	﹤0.01%	1211
2015 Q2	$13K	Sell	254 -6,902	-96%	-$352K	﹤0.01%	1103
2015 Q1	$340K	Sell	7,156 -35	-0.5%	-$1.71K	0.09%	234
2014 Q4	$388K	Buy	7,191 +82	+1%	+$4.61K	0.08%	280
2014 Q3	$412K	Buy	7,109 +41	+0.6%	+$2.56K	0.08%	296
2014 Q2	$441K	Buy	7,068 +115	+2%	+$6.65K	0.08%	280
2014 Q1	$375K	Sell	6,953 -244	-3%	-$13.1K	0.08%	292
2013 Q4	$418K	Buy	7,197 +49	+0.7%	+$2.75K	0.06%	344
2013 Q3	$381K	Sell	7,148 -268	-4%	-$14K	0.06%	335
2013 Q2	$369K	Buy	+7,416	New	+$389K	0.06%	319

Other funds holding BNS

Royal Bank of Canada

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 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

Toronto Dominion Bank

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

1832 Asset Management

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

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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)

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

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