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Lipe & Dalton’s Toronto Dominion Bank TD Stock Holding History

Lipe & Dalton’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
Q4 		– Sell
-1,300
Closed -$76K – 107
2019
Q3 		$76K Hold
1,300
– – 0.06% 85
2019
Q2 		$76K Buy
+1,300
New +$73.1K 0.05% 80

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Lipe & Dalton's TD Position: Q4 2019 in Review

Lipe & Dalton sold out of Toronto Dominion Bank (TD) in Q4 2019, closing a stake of 1,300 shares — an estimated $76K sold.

Lipe & Dalton first reported a position in TD in Q2 2019 and held it in 2 quarters. The position peaked at $76K in Q3 2019. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

  • Lipe & Dalton reported no remaining Toronto Dominion Bank position as of Q4 2019 after selling out during the quarter.
  • Lipe & Dalton sold 1,300 Toronto Dominion Bank shares in Q4 2019, an estimated $76K.
  • Lipe & Dalton first reported a position in Toronto Dominion Bank in Q2 2019 and held it in 2 quarters.
  • Lipe & Dalton's Toronto Dominion Bank position peaked at $76K in Q3 2019.
  • 638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Lipe & Dalton's 13F filing for Q4 2019, filed 21 Jan 2020.