KCS Wealth Advisory’s Toronto Dominion Bank TD Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-507	Closed	-$29.5K	–	373
2019 Q3	$29.5K	Buy	+507	New	+$28.8K	0.02%	278
2018 Q3	–	Sell	-5,522	Closed	-$320K	–	157
2018 Q2	$320K	Sell	5,522 -364	-6%	-$20.8K	0.3%	120
2018 Q1	$335K	Sell	5,886 -320	-5%	-$18.7K	0.3%	122
2017 Q4	$364K	Buy	+6,206	New	+$355K	0.35%	109

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

KCS Wealth Advisory's TD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Toronto Dominion Bank (TD) in Q4 2019, closing a stake of 507 shares — an estimated $29.5K sold.

KCS Wealth Advisory first reported a position in TD in Q4 2017 and held it in 4 quarters. The position peaked at $364K in Q4 2017. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

KCS Wealth Advisory reported no remaining Toronto Dominion Bank position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 507 Toronto Dominion Bank shares in Q4 2019, an estimated $29.5K.
KCS Wealth Advisory first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 4 quarters.
KCS Wealth Advisory's Toronto Dominion Bank position peaked at $364K in Q4 2017.
638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.