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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
Q2 		– Sell
-7,646
Closed -$427K – 1462
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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

Cornerstone Wealth Management's TD Position: Q2 2018 in Review

Cornerstone Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2018, closing a stake of 7,646 shares — an estimated $427K sold.

Cornerstone Wealth Management first reported a position in TD in Q4 2017 and held it in 2 quarters. The position peaked at $470K in Q4 2017. 612 funds tracked by Wall St. Rank hold TD as of Q2 2018.

  • Cornerstone Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,646 Toronto Dominion Bank shares in Q2 2018, an estimated $427K.
  • Cornerstone Wealth Management first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's Toronto Dominion Bank position peaked at $470K in Q4 2017.
  • 612 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2018.

Based on Cornerstone Wealth Management's 13F filing for Q2 2018, filed 20 Jul 2018.