Berman Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	50 -4	-7%	-$267	﹤0.01%	1618
2021 Q2	$3K	Buy	54 +5	+10%	+$350	﹤0.01%	1521
2021 Q1	$3K	Buy	49 +42	+600%	+$2.56K	﹤0.01%	1445
2020 Q4	$0	Buy	+7	New	+$355	﹤0.01%	1827
2020 Q3	–	Sell	-86	Closed	-$3K	–	1767
2020 Q2	$3K	Sell	86 -27	-24%	-$1.15K	﹤0.01%	1181
2020 Q1	$4K	Sell	113 -174	-61%	-$8.93K	﹤0.01%	969
2019 Q4	$16K	Buy	287 +2	+0.7%	+$113	﹤0.01%	601
2019 Q3	$16K	Buy	285 +40	+16%	+$2.27K	0.01%	573
2019 Q2	$14K	Buy	245 +17	+7%	+$956	﹤0.01%	626
2019 Q1	$12K	Buy	228 +107	+88%	+$5.92K	﹤0.01%	605
2018 Q4	$6K	Buy	+121	New	+$6.62K	﹤0.01%	648

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's TD Position: Q3 2021 in Review

Berman Capital Advisors reduced its Toronto Dominion Bank (TD) stake by 7.4% in Q3 2021, selling an estimated $267 and leaving 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Berman Capital Advisors first reported a position in TD in Q4 2018 and has held it in 11 quarters since. The position peaked at $16K in Q4 2019. 642 funds tracked by Wall St. Rank hold TD as of Q3 2021.

Berman Capital Advisors held 50 shares of Toronto Dominion Bank worth $3K as of Q3 2021.
Berman Capital Advisors sold 4 Toronto Dominion Bank shares in Q3 2021, an estimated $267.
Toronto Dominion Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1618 holding.
Berman Capital Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Toronto Dominion Bank position peaked at $16K in Q4 2019.
642 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.