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

Executive 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
2019
Q3 		– Sell
-291
Closed -$17K – 714
2019
Q2 		$17K Buy
291
+2
+0.7% +$112 ﹤0.01% 504
2019
Q1 		$16K Hold
289
– – ﹤0.01% 468
2018
Q4 		$14K Buy
+289
New +$15.8K ﹤0.01% 503

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Executive Wealth Management's TD Position: Q3 2019 in Review

Executive Wealth Management sold out of Toronto Dominion Bank (TD) in Q3 2019, closing a stake of 291 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in TD in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 604 funds tracked by Wall St. Rank hold TD as of Q3 2019.

  • Executive Wealth Management reported no remaining Toronto Dominion Bank position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 291 Toronto Dominion Bank shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Toronto Dominion Bank position peaked at $17K in Q2 2019.
  • 604 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.