WJWM
BNS icon

Williams Jones Wealth Management’s Scotiabank BNS Stock Holding History

Williams Jones Wealth Management’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
Q4 		– Sell
-3,550
Closed -$202K – 449
2019
Q3 		$202K Buy
+3,550
New +$191K ﹤0.01% 396

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Williams Jones Wealth Management's BNS Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Scotiabank (BNS) in Q4 2019, closing a stake of 3,550 shares — an estimated $202K sold.

Williams Jones Wealth Management first reported a position in BNS in Q3 2019 and held it in 1 quarter. The position peaked at $202K in Q3 2019. 379 funds tracked by Wall St. Rank hold BNS as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Scotiabank position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 3,550 Scotiabank shares in Q4 2019, an estimated $202K.
  • Williams Jones Wealth Management first reported a position in Scotiabank in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Scotiabank position peaked at $202K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Scotiabank as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.