Legacy Advisors’s Toronto Dominion Bank TD Stock Holding History

Legacy 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
2018 Q4	–	Sell	-20	Closed	-$1K	–	357
2018 Q3	$1K	Buy	+20	New	+$1.19K	﹤0.01%	452
2018 Q2	–	Sell	-44	Closed	-$2K	–	455
2018 Q1	$2K	Buy	+44	New	+$2.58K	﹤0.01%	357

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

Legacy Advisors's TD Position: Q4 2018 in Review

Legacy Advisors sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Legacy Advisors first reported a position in TD in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Legacy Advisors reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 20 Toronto Dominion Bank shares in Q4 2018, an estimated $1K.
Legacy Advisors first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 2 quarters.
Legacy Advisors's Toronto Dominion Bank position peaked at $2K in Q1 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.