BKS Advisors’s Toronto Dominion Bank TD Stock Holding History

BKS 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
2019 Q1	$1.18M	Sell	21,664 -1,500	-6%	-$82.9K	0.47%	60
2018 Q4	$1.15M	Hold	23,164	–	–	0.52%	52
2018 Q3	$1.41M	Sell	23,164 -1,852	-7%	-$110K	0.52%	52
2018 Q2	$1.45M	Hold	25,016	–	–	0.51%	52
2018 Q1	$1.42M	Hold	25,016	–	–	0.52%	55
2017 Q4	$1.47M	Hold	25,016	–	–	0.53%	51
2017 Q3	$1.41M	Buy	25,016 +75	+0.3%	+$3.94K	0.55%	52
2017 Q2	$1.26M	Sell	24,941 -120	-0.5%	-$5.79K	0.51%	58
2017 Q1	$1.25M	Sell	25,061 -1,000	-4%	-$51.1K	0.55%	57
2016 Q4	$1.29M	Sell	26,061 -250	-1%	-$11.7K	0.6%	56
2016 Q3	$1.17M	Sell	26,311 -710	-3%	-$31.1K	0.54%	56
2016 Q2	$1.16M	Buy	27,021 +17,844	+194%	+$777K	0.6%	56
2016 Q1	$396K	Sell	9,177 -690	-7%	-$26.6K	0.21%	103
2015 Q4	$386K	Buy	9,867 +950	+11%	+$38.4K	0.2%	94
2015 Q3	$352K	Buy	8,917 +1,700	+24%	+$67.7K	0.2%	89
2015 Q2	$307K	Buy	7,217 +1,650	+30%	+$73.9K	0.15%	103
2015 Q1	$239K	Buy	+5,567	New	+$239K	0.11%	132

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

BGC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BKS Advisors's TD Position: Q1 2019 in Review

BKS Advisors reduced its Toronto Dominion Bank (TD) stake by 6.5% in Q1 2019, selling an estimated $82.9K and leaving 21,664 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #60.

BKS Advisors first reported a position in TD in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2017. 634 funds tracked by Wall St. Rank hold TD as of Q1 2019.

BKS Advisors held 21,664 shares of Toronto Dominion Bank worth $1.18M as of Q1 2019.
BKS Advisors sold 1,500 Toronto Dominion Bank shares in Q1 2019, an estimated $82.9K.
Toronto Dominion Bank made up 0.47% of BKS Advisors's portfolio in Q1 2019, its #60 holding.
BKS Advisors first reported a position in Toronto Dominion Bank in Q1 2015 and has held it in 17 quarters since.
BKS Advisors's Toronto Dominion Bank position peaked at $1.47M in Q4 2017.
634 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.