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

Icon 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	–	Sell	-1,737	Closed	-$102K	–	669
2017 Q4	$102K	Buy	+1,737	New	+$99.2K	0.05%	272

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

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

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

BGC

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

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

Icon Wealth Partners sold out of Toronto Dominion Bank (TD) in Q1 2018, closing a stake of 1,737 shares — an estimated $102K sold.

Icon Wealth Partners first reported a position in TD in Q4 2017 and held it in 1 quarter. The position peaked at $102K in Q4 2017. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

Icon Wealth Partners reported no remaining Toronto Dominion Bank position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 1,737 Toronto Dominion Bank shares in Q1 2018, an estimated $102K.
Icon Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Toronto Dominion Bank position peaked at $102K in Q4 2017.
617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.