LifePlan Financial Group’s Toronto Dominion Bank TD Stock Holding History

LifePlan Financial Group’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 Q3	$118K	Hold	2,556	–	–	0.05%	172
2020 Q2	$114K	Hold	2,556	–	–	0.05%	167
2020 Q1	$108K	Sell	2,556 -2,200	-46%	-$113K	0.06%	158
2019 Q4	$267K	Hold	4,756	–	–	0.12%	114
2019 Q3	$277K	Hold	4,756	–	–	0.13%	111
2019 Q2	$278K	Hold	4,756	–	–	0.13%	110
2019 Q1	$258K	Hold	4,756	–	–	0.14%	110
2018 Q4	$236K	Hold	4,756	–	–	0.15%	108
2018 Q3	$289K	Hold	4,756	–	–	0.16%	103
2018 Q2	$275K	Hold	4,756	–	–	0.15%	102
2018 Q1	$270K	Hold	4,756	–	–	0.16%	100
2017 Q4	$268K	Hold	4,756	–	–	0.17%	96
2017 Q3	$268K	Sell	4,756 -640	-12%	-$33.6K	0.17%	96
2017 Q2	$272K	Hold	5,396	–	–	0.19%	92
2017 Q1	$270K	Hold	5,396	–	–	0.19%	92
2016 Q4	$266K	Buy	+5,396	New	+$252K	0.19%	96
2015 Q3	–	Sell	-5,204	Closed	-$221K	–	98
2015 Q2	$221K	Buy	5,204 +480	+10%	+$21.5K	0.15%	87
2015 Q1	$202K	Sell	4,724 -2,432	-34%	-$105K	0.13%	76
2014 Q4	$342K	Buy	7,156 +1,072	+18%	+$51.7K	0.23%	50
2014 Q3	$300K	Buy	6,084 +1,360	+29%	+$70.6K	0.25%	48
2014 Q2	$243K	Hold	4,724	–	–	0.17%	56
2014 Q1	$222K	Hold	4,724	–	–	0.18%	57
2013 Q4	$223K	Buy	4,724 +200	+4%	+$9.1K	0.15%	52
2013 Q3	$204K	Buy	+4,524	New	+$192K	0.17%	44

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

LifePlan Financial Group's TD Position: Q3 2020 in Review

LifePlan Financial Group held its Toronto Dominion Bank (TD) position steady in Q3 2020 at 2,556 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #172.

LifePlan Financial Group first reported a position in TD in Q3 2013 and has held it in 24 quarters since. The position peaked at $342K in Q4 2014. 540 funds tracked by Wall St. Rank hold TD as of Q3 2020.

LifePlan Financial Group held 2,556 shares of Toronto Dominion Bank worth $118K as of Q3 2020.
LifePlan Financial Group left its Toronto Dominion Bank share count unchanged in Q3 2020.
Toronto Dominion Bank made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #172 holding.
LifePlan Financial Group first reported a position in Toronto Dominion Bank in Q3 2013 and has held it in 24 quarters since.
LifePlan Financial Group's Toronto Dominion Bank position peaked at $342K in Q4 2014.
540 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.