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Global Wealth Management Investment Advisory’s Toronto Dominion Bank TD Stock Holding History

Global Wealth Management Investment Advisory’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
-95
Closed -$5K – 785
2019
Q1 		$5K Hold
95
– – ﹤0.01% 458
2018
Q4 		$5K Buy
+95
New +$5.2K ﹤0.01% 492

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's TD Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 95 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in TD in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 95 Toronto Dominion Bank shares in Q2 2019, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Toronto Dominion Bank position peaked at $5K in Q1 2019.
  • 597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.