Hefty Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Hefty Wealth Partners’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 Q1	$2K	Hold	32	–	–	﹤0.01%	236
2017 Q4	$2K	Hold	32	–	–	﹤0.01%	243
2017 Q3	$2K	Hold	32	–	–	﹤0.01%	245
2017 Q2	$1K	Hold	32	–	–	﹤0.01%	241
2017 Q1	$1K	Hold	32	–	–	﹤0.01%	244
2016 Q4	$1K	Hold	32	–	–	﹤0.01%	234
2016 Q3	$1K	Hold	32	–	–	﹤0.01%	238
2016 Q2	$1K	Hold	32	–	–	﹤0.01%	207
2016 Q1	$1K	Hold	32	–	–	﹤0.01%	217
2015 Q4	$1K	Buy	+32	New	+$1.29K	﹤0.01%	203

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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