Greenleaf Trust’s Toronto Dominion Bank TD Stock Holding History

Greenleaf 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
2020 Q1	–	Sell	-10,212	Closed	-$573K	–	590
2019 Q4	$573K	Sell	10,212 -1,296	-11%	-$73.5K	0.01%	267
2019 Q3	$670K	Hold	11,508	–	–	0.01%	223
2019 Q2	$672K	Hold	11,508	–	–	0.01%	222
2019 Q1	$625K	Sell	11,508 -2,249	-16%	-$124K	0.01%	221
2018 Q4	$684K	Buy	13,757 +7,744	+129%	+$424K	0.01%	203
2018 Q3	$366K	Hold	6,013	–	–	0.01%	342
2018 Q2	$348K	Buy	6,013 +180	+3%	+$10.3K	0.01%	341
2018 Q1	$332K	Hold	5,833	–	–	0.01%	311
2017 Q4	$342K	Hold	5,833	–	–	0.01%	311
2017 Q3	$328K	Buy	+5,833	New	+$306K	0.01%	292
2017 Q2	–	Sell	-5,124	Closed	-$257K	–	385
2017 Q1	$257K	Hold	5,124	–	–	0.01%	249
2016 Q4	$253K	Buy	5,124 +128	+3%	+$5.98K	0.01%	198
2016 Q3	$222K	Buy	+4,996	New	+$219K	0.01%	186

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

JFL

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

Greenleaf Trust's TD Position: Q1 2020 in Review

Greenleaf Trust sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 10,212 shares — an estimated $573K sold.

Greenleaf Trust first reported a position in TD in Q3 2016 and held it in 13 quarters. The position peaked at $684K in Q4 2018. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Greenleaf Trust reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Greenleaf Trust sold 10,212 Toronto Dominion Bank shares in Q1 2020, an estimated $573K.
Greenleaf Trust first reported a position in Toronto Dominion Bank in Q3 2016 and held it in 13 quarters.
Greenleaf Trust's Toronto Dominion Bank position peaked at $684K in Q4 2018.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.