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Lebenthal Global Advisors’s Toronto Dominion Bank TD Stock Holding History

Lebenthal Global Advisors’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
Q1 		– Sell
-227
Closed -$12K – 497
2020
Q4 		$12K Buy
+227
New +$11.5K 0.01% 429

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Lebenthal Global Advisors's TD Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 227 shares — an estimated $12K sold.

Lebenthal Global Advisors first reported a position in TD in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 227 Toronto Dominion Bank shares in Q1 2021, an estimated $12K.
  • Lebenthal Global Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Toronto Dominion Bank position peaked at $12K in Q4 2020.
  • 600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.