Advisor Group’s Toronto Dominion Bank TD Stock Holding History

Advisor Group’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
2019 Q4	$2.19M	Buy	39,045 +8,693	+29%	+$493K	0.02%	765
2019 Q3	$1.77M	Buy	30,352 +7,216	+31%	+$410K	0.01%	813
2019 Q2	$1.35M	Buy	23,136 +4,575	+25%	+$257K	0.01%	946
2019 Q1	$1.01M	Buy	18,561 +1,395	+8%	+$77.1K	0.01%	1081
2018 Q4	$854K	Buy	17,166 +2,555	+17%	+$140K	0.01%	1035
2018 Q3	$889K	Sell	14,611 -1,570	-10%	-$93.5K	0.01%	1070
2018 Q2	$936K	Sell	16,181 -2,666	-14%	-$153K	0.01%	899
2018 Q1	$1.07M	Sell	18,847 -34,947	-65%	-$2.05M	0.01%	819
2017 Q4	$3.15M	Buy	53,794 +2,620	+5%	+$150K	0.04%	396
2017 Q3	$2.88M	Buy	51,174 +3,714	+8%	+$195K	0.05%	372
2017 Q2	$2.39M	Buy	47,460 +1,691	+4%	+$81.6K	0.04%	425
2017 Q1	$2.29M	Buy	45,769 +1,327	+3%	+$67.8K	0.05%	413
2016 Q4	$2.19M	Buy	44,442 +2,149	+5%	+$100K	0.05%	402
2016 Q3	$1.88M	Buy	42,293 +383	+0.9%	+$16.8K	0.05%	425
2016 Q2	$1.8M	Buy	+41,910	New	+$1.82M	0.05%	414

Other funds holding TD

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Advisor Group's TD Position: Q4 2019 in Review

Advisor Group increased its Toronto Dominion Bank (TD) stake by 29% in Q4 2019, buying an estimated $493K and bringing the position to 39,045 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #765.

Advisor Group first reported a position in TD in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.15M in Q4 2017. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

Advisor Group held 39,045 shares of Toronto Dominion Bank worth $2.19M as of Q4 2019.
Advisor Group bought 8,693 Toronto Dominion Bank shares in Q4 2019, an estimated $493K.
Toronto Dominion Bank made up 0.02% of Advisor Group's portfolio in Q4 2019, its #765 holding.
Advisor Group first reported a position in Toronto Dominion Bank in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Toronto Dominion Bank position peaked at $3.15M in Q4 2017.
638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.