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

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 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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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