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Cornerstone Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Cornerstone Wealth 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
Q1 		$427K Sell
7,646
-147
-2% -$8.6K 0.08% 250
2017
Q4 		$470K Buy
+7,793
New +$445K 0.09% 223

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Cornerstone Wealth Management's TD Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its Toronto Dominion Bank (TD) stake by 1.9% in Q1 2018, selling an estimated $8.6K and leaving 7,646 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #250.

Cornerstone Wealth Management first reported a position in TD in Q4 2017 and has held it in 2 quarters since. The position peaked at $470K in Q4 2017. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

  • Cornerstone Wealth Management held 7,646 shares of Toronto Dominion Bank worth $427K as of Q1 2018.
  • Cornerstone Wealth Management sold 147 Toronto Dominion Bank shares in Q1 2018, an estimated $8.6K.
  • Toronto Dominion Bank made up 0.08% of Cornerstone Wealth Management's portfolio in Q1 2018, its #250 holding.
  • Cornerstone Wealth Management first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's Toronto Dominion Bank position peaked at $470K in Q4 2017.
  • 617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.