Lenox Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Lenox Wealth Management’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
2020 Q2	$1K	Buy	26 +6	+30%	+$255	﹤0.01%	705
2020 Q1	$0	Sell	20 -19,388	-100%	-$995K	﹤0.01%	770
2019 Q4	$1.09M	Sell	19,408 -64	-0.3%	-$3.63K	0.3%	51
2019 Q3	$1.13M	Sell	19,472 -273	-1%	-$15.5K	0.33%	49
2019 Q2	$1.15M	Sell	19,745 -18	-0.1%	-$1.01K	0.34%	49
2019 Q1	$1.07M	Buy	19,763 +59	+0.3%	+$3.26K	0.33%	51
2018 Q4	$980K	Sell	19,704 -185	-0.9%	-$10.1K	0.33%	51
2018 Q3	$1.21M	Buy	19,889 +393	+2%	+$23.4K	0.36%	53
2018 Q2	$1.13M	Buy	19,496 +650	+3%	+$37.2K	0.36%	58
2018 Q1	$1.07M	Sell	18,846 -430	-2%	-$25.2K	0.35%	60
2017 Q4	$1.13M	Buy	19,276 +4,193	+28%	+$240K	0.34%	56
2017 Q3	$848K	Buy	15,083 +3,910	+35%	+$205K	0.29%	63
2017 Q2	$563K	Buy	+11,173	New	+$539K	0.23%	84

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Lenox Wealth Management's TD Position: Q2 2020 in Review

Lenox Wealth Management increased its Toronto Dominion Bank (TD) stake by 30% in Q2 2020, buying an estimated $255 and bringing the position to 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Lenox Wealth Management first reported a position in TD in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2018. 544 funds tracked by Wall St. Rank hold TD as of Q2 2020.

Lenox Wealth Management held 26 shares of Toronto Dominion Bank worth $1K as of Q2 2020.
Lenox Wealth Management bought 6 Toronto Dominion Bank shares in Q2 2020, an estimated $255.
Toronto Dominion Bank made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #705 holding.
Lenox Wealth Management first reported a position in Toronto Dominion Bank in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Toronto Dominion Bank position peaked at $1.21M in Q3 2018.
544 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.