Dubuque Bank & Trust’s Toronto Dominion Bank TD Stock Holding History

Dubuque Bank & Trust’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
2019 Q2	–	Sell	-58	Closed	-$3K	–	554
2019 Q1	$3K	Hold	58	–	–	﹤0.01%	629
2018 Q4	$3K	Hold	58	–	–	﹤0.01%	562
2018 Q3	$4K	Hold	58	–	–	﹤0.01%	528
2018 Q2	$3K	Hold	58	–	–	﹤0.01%	591
2018 Q1	$3K	Hold	58	–	–	﹤0.01%	619
2017 Q4	$3K	Hold	58	–	–	﹤0.01%	620
2017 Q3	$3K	Buy	+58	New	+$3.04K	﹤0.01%	600
2017 Q2	–	Sell	-3,440	Closed	-$172K	–	660
2017 Q1	$172K	Buy	+3,440	New	+$176K	0.04%	209
2016 Q4	–	Sell	-98	Closed	-$4K	–	567
2016 Q3	$4K	Buy	+98	New	+$4.29K	﹤0.01%	474
2016 Q1	–	Sell	-333	Closed	-$13K	–	698
2015 Q4	$13K	Buy	333 +155	+87%	+$6.27K	﹤0.01%	465
2015 Q3	$7K	Buy	+178	New	+$7.09K	﹤0.01%	475

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dubuque Bank & Trust's TD Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in TD in Q3 2015 and held it in 11 quarters. The position peaked at $172K in Q1 2017. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

Dubuque Bank & Trust reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 58 Toronto Dominion Bank shares in Q2 2019, an estimated $3K.
Dubuque Bank & Trust first reported a position in Toronto Dominion Bank in Q3 2015 and held it in 11 quarters.
Dubuque Bank & Trust's Toronto Dominion Bank position peaked at $172K in Q1 2017.
597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.