Heritage Way Advisors’s Toronto Dominion Bank TD Stock Holding History

Heritage Way 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
2018 Q4	–	Sell	-6,275	Closed	-$382K	–	62
2018 Q3	$382K	Buy	6,275 +725	+13%	+$43.2K	0.26%	49
2018 Q2	$321K	Buy	5,550 +350	+7%	+$20K	0.24%	51
2018 Q1	$296K	Buy	5,200 +175	+3%	+$10.2K	0.23%	52
2017 Q4	$294K	Buy	+5,025	New	+$287K	0.22%	54

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

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

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

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

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

JFL

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

Heritage Way Advisors's TD Position: Q4 2018 in Review

Heritage Way Advisors sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 6,275 shares — an estimated $382K sold.

Heritage Way Advisors first reported a position in TD in Q4 2017 and held it in 4 quarters. The position peaked at $382K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Heritage Way Advisors reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Heritage Way Advisors sold 6,275 Toronto Dominion Bank shares in Q4 2018, an estimated $382K.
Heritage Way Advisors first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 4 quarters.
Heritage Way Advisors's Toronto Dominion Bank position peaked at $382K in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Heritage Way Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.