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Avantax Planning Partners’s Toronto Dominion Bank TD Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-168
Closed -$10K – 1089
2018
Q3 		$10K Buy
+168
New +$10K ﹤0.01% 883
2018
Q2 		– Sell
-168
Closed -$10K – 1332
2018
Q1 		$10K Buy
+168
New +$9.83K ﹤0.01% 1066

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Avantax Planning Partners's TD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 168 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in TD in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 168 Toronto Dominion Bank shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Toronto Dominion Bank position peaked at $10K in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.