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Jackson Grant Investment Advisers’s Toronto Dominion Bank TD Stock Holding History

Jackson Grant Investment Advisers’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
2021
Q3 		– Sell
-884
Closed -$62K – 371
2021
Q2 		$62K Sell
884
-1,165
-57% -$81.5K 0.03% 181
2021
Q1 		$134K Buy
2,049
+20
+1% +$1.22K 0.06% 129
2020
Q4 		$114K Buy
2,029
+25
+1% +$1.27K 0.06% 125
2020
Q3 		$93K Buy
2,004
+24
+1% +$1.12K 0.06% 114
2020
Q2 		$88K Buy
1,980
+25
+1% +$1.06K 0.06% 115
2020
Q1 		$83K Buy
1,955
+19
+1% +$975 0.06% 114
2019
Q4 		$109K Buy
1,936
+17
+0.9% +$964 0.06% 118
2019
Q3 		$112K Buy
1,919
+17
+0.9% +$966 0.06% 115
2019
Q2 		$111K Buy
1,902
+17
+0.9% +$956 0.06% 113
2019
Q1 		$102K Buy
1,885
+16
+0.9% +$884 0.06% 110
2018
Q4 		$93K Buy
1,869
+15
+0.8% +$821 0.07% 114
2018
Q3 		$113K Buy
1,854
+810
+78% +$48.2K 0.07% 112
2018
Q2 		$60K Sell
1,044
-779
-43% -$44.6K 0.04% 138
2018
Q1 		$104K Buy
1,823
+13
+0.7% +$761 0.07% 111
2017
Q4 		$106K Buy
1,810
+14
+0.8% +$800 0.07% 112
2017
Q3 		$101K Buy
1,796
+15
+0.8% +$788 0.07% 107
2017
Q2 		$90K Buy
1,781
+16
+0.9% +$772 0.07% 103
2017
Q1 		$88K Buy
1,765
+573
+48% +$29.3K 0.07% 104
2016
Q4 		$59K Buy
1,192
+10
+0.8% +$467 0.05% 116
2016
Q3 		$52K Buy
1,182
+11
+0.9% +$482 0.04% 111
2016
Q2 		$50K Buy
1,171
+11
+0.9% +$479 0.04% 108
2016
Q1 		$50K Buy
1,160
+8
+0.7% +$309 0.05% 102
2015
Q4 		$45K Buy
+1,152
New +$46.6K 0.04% 110

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jackson Grant Investment Advisers's TD Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Toronto Dominion Bank (TD) in Q3 2021, closing a stake of 884 shares — an estimated $62K sold.

Jackson Grant Investment Advisers first reported a position in TD in Q4 2015 and held it in 23 quarters. The position peaked at $134K in Q1 2021. 642 funds tracked by Wall St. Rank hold TD as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining Toronto Dominion Bank position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 884 Toronto Dominion Bank shares in Q3 2021, an estimated $62K.
  • Jackson Grant Investment Advisers first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 23 quarters.
  • Jackson Grant Investment Advisers's Toronto Dominion Bank position peaked at $134K in Q1 2021.
  • 642 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.