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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

Fidelity International

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return