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IHT Wealth Management’s Toronto Dominion Bank TD Stock Holding History

IHT Wealth Management’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
-5,974
Closed -$335K – 653
2019
Q4 		$335K Sell
5,974
-48
-0.8% -$2.72K 0.04% 419
2019
Q3 		$351K Buy
6,022
+990
+20% +$56.3K 0.05% 387
2019
Q2 		$294K Sell
5,032
-1,314
-21% -$73.9K 0.04% 401
2019
Q1 		$345K Sell
6,346
-93
-1% -$5.14K 0.06% 336
2018
Q4 		$320K Buy
6,439
+244
+4% +$13.4K 0.06% 318
2018
Q3 		$377K Sell
6,195
-32
-0.5% -$1.91K 0.08% 278
2018
Q2 		$360K Sell
6,227
-351
-5% -$20.1K 0.09% 264
2018
Q1 		$370K Sell
6,578
-27
-0.4% -$1.58K 0.1% 233
2017
Q4 		$398K Buy
6,605
+2
+0% +$114 0.11% 236
2017
Q3 		$370K Buy
6,603
+3
+0% +$158 0.16% 152
2017
Q2 		$315K Sell
6,600
-334
-5% -$16.1K 0.15% 163
2017
Q1 		$345K Buy
6,934
+1,200
+21% +$61.3K 0.23% 107
2016
Q4 		$285K Buy
+5,734
New +$268K 0.22% 115

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
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
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

IHT Wealth Management's TD Position: Q1 2020 in Review

IHT Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 5,974 shares — an estimated $335K sold.

IHT Wealth Management first reported a position in TD in Q4 2016 and held it in 13 quarters. The position peaked at $398K in Q4 2017. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

  • IHT Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
  • IHT Wealth Management sold 5,974 Toronto Dominion Bank shares in Q1 2020, an estimated $335K.
  • IHT Wealth Management first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 13 quarters.
  • IHT Wealth Management's Toronto Dominion Bank position peaked at $398K in Q4 2017.
  • 571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.