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Acorn Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Acorn Wealth Advisors’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,603
Closed -$93K – 403
2018
Q2 		$93K Buy
1,603
+213
+15% +$12.2K 0.08% 188
2018
Q1 		$79K Buy
1,390
+605
+77% +$35.4K 0.07% 198
2017
Q4 		$47K Buy
+785
New +$44.8K 0.04% 266

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Acorn Wealth Advisors's TD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q3 2018, closing a stake of 1,603 shares — an estimated $93K sold.

Acorn Wealth Advisors first reported a position in TD in Q4 2017 and held it in 3 quarters. The position peaked at $93K in Q2 2018. 636 funds tracked by Wall St. Rank hold TD as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,603 Toronto Dominion Bank shares in Q3 2018, an estimated $93K.
  • Acorn Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Toronto Dominion Bank position peaked at $93K in Q2 2018.
  • 636 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.