Elm Advisors’s Toronto Dominion Bank TD Stock Holding History

Elm 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 Q4	–	Sell	-425	Closed	-$26K	–	240
2018 Q3	$26K	Buy	+425	New	+$25.3K	0.02%	199

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

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

Elm Advisors's TD Position: Q4 2018 in Review

Elm Advisors sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 425 shares — an estimated $26K sold.

Elm Advisors first reported a position in TD in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Elm Advisors reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 425 Toronto Dominion Bank shares in Q4 2018, an estimated $26K.
Elm Advisors first reported a position in Toronto Dominion Bank in Q3 2018 and held it in 1 quarter.
Elm Advisors's Toronto Dominion Bank position peaked at $26K in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.