Cerity Partners OCIO’s Toronto Dominion Bank TD Stock Holding History

Cerity Partners OCIO’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
2020 Q1	–	Sell	-3,610	Closed	-$206K	–	337
2019 Q4	$206K	Buy	3,610 +23	+0.6%	+$1.3K	0.01%	325
2019 Q3	$209K	Buy	3,587 +11	+0.3%	+$625	0.01%	309
2019 Q2	$209K	Buy	+3,576	New	+$201K	0.01%	302
2018 Q4	–	Sell	-3,570	Closed	-$217K	–	323
2018 Q3	$217K	Sell	3,570 -110	-3%	-$6.55K	0.01%	269
2018 Q2	$213K	Sell	3,680 -128	-3%	-$7.33K	0.01%	251
2018 Q1	$216K	Buy	3,808 +10	+0.3%	+$585	0.01%	244
2017 Q4	$222K	Buy	3,798 +153	+4%	+$8.74K	0.01%	244
2017 Q3	$205K	Buy	+3,645	New	+$191K	0.01%	242

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

JFL

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

Cerity Partners OCIO's TD Position: Q1 2020 in Review

Cerity Partners OCIO sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 3,610 shares — an estimated $206K sold.

Cerity Partners OCIO first reported a position in TD in Q3 2017 and held it in 8 quarters. The position peaked at $222K in Q4 2017. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Cerity Partners OCIO reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Cerity Partners OCIO sold 3,610 Toronto Dominion Bank shares in Q1 2020, an estimated $206K.
Cerity Partners OCIO first reported a position in Toronto Dominion Bank in Q3 2017 and held it in 8 quarters.
Cerity Partners OCIO's Toronto Dominion Bank position peaked at $222K in Q4 2017.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Cerity Partners OCIO's 13F filing for Q1 2020, filed 11 May 2020.