Klingenstein Fields & Co’s Toronto Dominion Bank TD Stock Holding History

Klingenstein Fields & Co’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
2018 Q4	–	Sell	-3,295	Closed	-$200K	–	208
2018 Q3	$200K	Buy	+3,295	New	+$196K	0.01%	208
2018 Q1	–	Sell	-3,880	Closed	-$227K	–	227
2017 Q4	$227K	Hold	3,880	–	–	0.01%	206
2017 Q3	$218K	Buy	+3,880	New	+$204K	0.01%	206
2017 Q2	–	Sell	-4,691	Closed	-$235K	–	228
2017 Q1	$235K	Buy	4,691 +225	+5%	+$11.5K	0.01%	200
2016 Q4	$220K	Buy	+4,466	New	+$209K	0.01%	213
2015 Q3	–	Sell	-4,764	Closed	-$203K	–	246
2015 Q2	$203K	Hold	4,764	–	–	0.01%	241
2015 Q1	$204K	Buy	+4,764	New	+$205K	0.01%	243

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

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

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

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

BGC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

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

Klingenstein Fields & Co's TD Position: Q4 2018 in Review

Klingenstein Fields & Co sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 3,295 shares — an estimated $200K sold.

Klingenstein Fields & Co first reported a position in TD in Q1 2015 and held it in 7 quarters. The position peaked at $235K in Q1 2017. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Klingenstein Fields & Co reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Klingenstein Fields & Co sold 3,295 Toronto Dominion Bank shares in Q4 2018, an estimated $200K.
Klingenstein Fields & Co first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 7 quarters.
Klingenstein Fields & Co's Toronto Dominion Bank position peaked at $235K in Q1 2017.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Klingenstein Fields & Co's 13F filing for Q4 2018, filed 22 Jan 2019.