Bourne Lent Asset Management’s Toronto Dominion Bank TD Stock Holding History

Bourne Lent Asset Management’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	-3,584	Closed	-$218K	–	58
2018 Q3	$218K	Hold	3,584	–	–	0.1%	54
2018 Q2	$207K	Hold	3,584	–	–	0.11%	55
2018 Q1	$204K	Hold	3,584	–	–	0.11%	55
2017 Q4	$210K	Hold	3,584	–	–	0.11%	58
2017 Q3	$202K	Buy	+3,584	New	+$188K	0.1%	58

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

JFL

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

Bourne Lent Asset Management's TD Position: Q4 2018 in Review

Bourne Lent Asset Management sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 3,584 shares — an estimated $218K sold.

Bourne Lent Asset Management first reported a position in TD in Q3 2017 and held it in 5 quarters. The position peaked at $218K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Bourne Lent Asset Management reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Bourne Lent Asset Management sold 3,584 Toronto Dominion Bank shares in Q4 2018, an estimated $218K.
Bourne Lent Asset Management first reported a position in Toronto Dominion Bank in Q3 2017 and held it in 5 quarters.
Bourne Lent Asset Management's Toronto Dominion Bank position peaked at $218K in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Bourne Lent Asset Management's 13F filing for Q4 2018, filed 28 Jan 2019.