Gideon Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-10,963	Closed	-$615K	–	193
2019 Q4	$615K	Buy	+10,963	New	+$622K	0.21%	156
2019 Q2	–	Sell	-5,968	Closed	-$324K	–	422
2019 Q1	$324K	Sell	5,968 -27,459	-82%	-$1.52M	0.12%	260
2018 Q4	$1.66M	Buy	33,427 +29,407	+732%	+$1.61M	0.68%	32
2018 Q3	$244K	Sell	4,020 -839	-17%	-$50K	0.11%	277
2018 Q2	$281K	Sell	4,859 -2,769	-36%	-$158K	0.14%	273
2018 Q1	$434K	Buy	+7,628	New	+$446K	0.27%	142
2017 Q4	–	Sell	-4,711	Closed	-$265K	–	398
2017 Q3	$265K	Buy	+4,711	New	+$247K	0.26%	181
2016 Q3	–	Sell	-30,213	Closed	-$1.3M	–	275
2016 Q2	$1.3M	Buy	+30,213	New	+$1.32M	0.75%	39
2015 Q3	–	Sell	-25,695	Closed	-$1.09M	–	320
2015 Q2	$1.09M	Buy	+25,695	New	+$1.15M	0.45%	81
2014 Q3	–	Sell	-15,015	Closed	-$825K	–	362
2014 Q2	$825K	Buy	+15,015	New	+$729K	0.3%	105

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Gideon Capital Advisors's TD Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 10,963 shares — an estimated $615K sold.

Gideon Capital Advisors first reported a position in TD in Q2 2014 and held it in 10 quarters. The position peaked at $1.66M in Q4 2018. 572 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Gideon Capital Advisors reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 10,963 Toronto Dominion Bank shares in Q1 2020, an estimated $615K.
Gideon Capital Advisors first reported a position in Toronto Dominion Bank in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Toronto Dominion Bank position peaked at $1.66M in Q4 2018.
572 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.