Burt Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-275	Closed	-$12K	–	551
2016 Q1	$12K	Buy	+275	New	+$10.6K	0.01%	309

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Burt Wealth Advisors's TD Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q2 2016, closing a stake of 275 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in TD in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 452 funds tracked by Wall St. Rank hold TD as of Q2 2016.

Burt Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 275 Toronto Dominion Bank shares in Q2 2016, an estimated $12K.
Burt Wealth Advisors first reported a position in Toronto Dominion Bank in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Toronto Dominion Bank position peaked at $12K in Q1 2016.
452 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.