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 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Hefty Wealth Partners's TD Position: Q1 2018 in Review

Hefty Wealth Partners held its Toronto Dominion Bank (TD) position steady in Q1 2018 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Hefty Wealth Partners first reported a position in TD in Q4 2015 and has held it in 10 quarters since. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

Hefty Wealth Partners held 32 shares of Toronto Dominion Bank worth $2K as of Q1 2018.
Hefty Wealth Partners left its Toronto Dominion Bank share count unchanged in Q1 2018.
Toronto Dominion Bank made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #236 holding.
Hefty Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2015 and has held it in 10 quarters since.
617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.