Advisory Research’s Toronto Dominion Bank TD Stock Holding History

Advisory Research’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
2020 Q1	–	Sell	-281,633	Closed	-$15.8M	–	344
2019 Q4	$15.8M	Sell	281,633 -847	-0.3%	-$48K	0.73%	55
2019 Q3	$16.5M	Sell	282,480 -10,564	-4%	-$601K	0.79%	49
2019 Q2	$17.1M	Sell	293,044 -3,469	-1%	-$195K	0.34%	83
2019 Q1	$16.1M	Buy	296,513 +4,706	+2%	+$260K	0.31%	85
2018 Q4	$14.5M	Buy	+291,807	New	+$16M	0.31%	93
2014 Q2	–	Sell	-366	Closed	-$17K	–	638
2014 Q1	$17K	Buy	+366	New	+$16.5K	﹤0.01%	775

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

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

JFL

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

Advisory Research's TD Position: Q1 2020 in Review

Advisory Research sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 281,633 shares — an estimated $15.8M sold.

Advisory Research first reported a position in TD in Q1 2014 and held it in 6 quarters. The position peaked at $17.1M in Q2 2019. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Advisory Research reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 281,633 Toronto Dominion Bank shares in Q1 2020, an estimated $15.8M.
Advisory Research first reported a position in Toronto Dominion Bank in Q1 2014 and held it in 6 quarters.
Advisory Research's Toronto Dominion Bank position peaked at $17.1M in Q2 2019.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.