Institutional & Family Asset Management’s Toronto Dominion Bank TD Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-200	Closed	-$8K	–	913
2020 Q1	$8K	Buy	+200	New	+$10.3K	﹤0.01%	487
2019 Q2	–	Sell	-668	Closed	-$36K	–	876
2019 Q1	$36K	Sell	668 -1,263	-65%	-$69.8K	0.01%	362
2018 Q4	$96K	Sell	1,931 -90	-4%	-$4.93K	0.02%	227
2018 Q3	$123K	Sell	2,021 -266	-12%	-$15.8K	0.02%	236
2018 Q2	$132K	Sell	2,287 -107	-4%	-$6.12K	0.03%	230
2018 Q1	$136K	Buy	+2,394	New	+$140K	0.03%	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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

JFL

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

BGC

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Institutional & Family Asset Management's TD Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Toronto Dominion Bank (TD) in Q2 2020, closing a stake of 200 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in TD in Q1 2018 and held it in 6 quarters. The position peaked at $136K in Q1 2018. 544 funds tracked by Wall St. Rank hold TD as of Q2 2020.

Institutional & Family Asset Management reported no remaining Toronto Dominion Bank position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 200 Toronto Dominion Bank shares in Q2 2020, an estimated $8K.
Institutional & Family Asset Management first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's Toronto Dominion Bank position peaked at $136K in Q1 2018.
544 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.