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Lee Financial’s Toronto Dominion Bank TD Stock Holding History

Lee Financial’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
Q1 		– Sell
-58
Closed -$3K – 547
2018
Q4 		$3K Hold
58
– – ﹤0.01% 402
2018
Q3 		$4K Sell
58
-252
-81% -$15K ﹤0.01% 426
2018
Q2 		$18K Hold
310
– – ﹤0.01% 371
2018
Q1 		$18K Buy
+310
New +$18.1K ﹤0.01% 366

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Mackenzie Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lee Financial's TD Position: Q1 2019 in Review

Lee Financial sold out of Toronto Dominion Bank (TD) in Q1 2019, closing a stake of 58 shares — an estimated $3K sold.

Lee Financial first reported a position in TD in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q2 2018. 634 funds tracked by Wall St. Rank hold TD as of Q1 2019.

  • Lee Financial reported no remaining Toronto Dominion Bank position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 58 Toronto Dominion Bank shares in Q1 2019, an estimated $3K.
  • Lee Financial first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Toronto Dominion Bank position peaked at $18K in Q2 2018.
  • 634 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.