Lourd Capital’s Toronto Dominion Bank TD Stock Holding History

Lourd Capital’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	-11,262	Closed	-$560K	–	273
2018 Q4	$560K	Sell	11,262 -18	-0.2%	-$985	0.04%	106
2018 Q3	$686K	Buy	11,280 +38	+0.3%	+$2.26K	0.04%	95
2018 Q2	$650K	Sell	11,242 -4,117	-27%	-$236K	0.09%	68
2018 Q1	$873K	Sell	15,359 -24	-0.2%	-$1.41K	0.12%	61
2017 Q4	$901K	Buy	+15,383	New	+$879K	0.06%	81

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lourd Capital's TD Position: Q1 2019 in Review

Lourd Capital sold out of Toronto Dominion Bank (TD) in Q1 2019, closing a stake of 11,262 shares — an estimated $560K sold.

Lourd Capital first reported a position in TD in Q4 2017 and held it in 5 quarters. The position peaked at $901K in Q4 2017. 634 funds tracked by Wall St. Rank hold TD as of Q1 2019.

Lourd Capital reported no remaining Toronto Dominion Bank position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 11,262 Toronto Dominion Bank shares in Q1 2019, an estimated $560K.
Lourd Capital first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 5 quarters.
Lourd Capital's Toronto Dominion Bank position peaked at $901K in Q4 2017.
634 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.