Bruderman Asset Management’s Toronto Dominion Bank TD Stock Holding History

Bruderman 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
2019 Q2	–	Sell	-446	Closed	-$24K	–	517
2019 Q1	$24K	Buy	446 +4	+0.9%	+$221	0.01%	352
2018 Q4	$22K	Buy	442 +3	+0.7%	+$164	0.01%	339
2018 Q3	$27K	Buy	439 +3	+0.7%	+$179	0.01%	242
2018 Q2	$25K	Buy	436 +4	+0.9%	+$229	0.01%	256
2018 Q1	$25K	Buy	+432	New	+$25.3K	0.01%	260
2017 Q3	–	Sell	-423	Closed	-$21K	–	295
2017 Q2	$21K	Buy	+423	New	+$20.4K	0.01%	270
2017 Q1	–	Sell	-417	Closed	-$21K	–	293
2016 Q4	$21K	Buy	417 +4	+1%	+$187	0.01%	272
2016 Q3	$18K	Buy	413 +3	+0.7%	+$131	0.01%	291
2016 Q2	$18K	Buy	410 +3	+0.7%	+$131	0.01%	275
2016 Q1	$18K	Buy	407 +4	+1%	+$154	0.01%	281
2015 Q4	$16K	Buy	403 +3	+0.8%	+$121	0.01%	300
2015 Q3	$16K	Hold	400	–	–	0.01%	301
2015 Q2	$17K	Buy	+400	New	+$17.9K	0.01%	306

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bruderman Asset Management's TD Position: Q2 2019 in Review

Bruderman Asset Management sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 446 shares — an estimated $24K sold.

Bruderman Asset Management first reported a position in TD in Q2 2015 and held it in 13 quarters. The position peaked at $27K in Q3 2018. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

Bruderman Asset Management reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 446 Toronto Dominion Bank shares in Q2 2019, an estimated $24K.
Bruderman Asset Management first reported a position in Toronto Dominion Bank in Q2 2015 and held it in 13 quarters.
Bruderman Asset Management's Toronto Dominion Bank position peaked at $27K in Q3 2018.
597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.