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Clearwater Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-260
Closed -$15K – 511
2018
Q1 		$15K Buy
+260
New +$15.2K ﹤0.01% 430

Other funds holding TD

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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Clearwater Capital Advisors's TD Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Toronto Dominion Bank (TD) in Q2 2018, closing a stake of 260 shares — an estimated $15K sold.

Clearwater Capital Advisors first reported a position in TD in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 612 funds tracked by Wall St. Rank hold TD as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Toronto Dominion Bank position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 260 Toronto Dominion Bank shares in Q2 2018, an estimated $15K.
  • Clearwater Capital Advisors first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Toronto Dominion Bank position peaked at $15K in Q1 2018.
  • 612 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.