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Mariner Wealth Advisors (Cincinnati)’s Toronto Dominion Bank TD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$4.88M Sell
80,333
-1,845
-2% -$110K 0.27% 78
2018
Q2 		$4.75M Sell
82,178
-5,480
-6% -$314K 0.28% 76
2018
Q1 		$4.98M Sell
87,658
-60,500
-41% -$3.54M 0.31% 75
2017
Q4 		$8.68M Buy
148,158
+1,088
+0.7% +$62.2K 0.53% 54
2017
Q3 		$8.28M Buy
147,070
+708
+0.5% +$37.2K 0.54% 53
2017
Q2 		$7.37M Buy
146,362
+305
+0.2% +$14.7K 0.51% 61
2017
Q1 		$7.32M Buy
146,057
+1,284
+0.9% +$65.6K 0.53% 61
2016
Q4 		$7.14M Buy
144,773
+225
+0.2% +$10.5K 0.56% 59
2016
Q3 		$6.42M Buy
144,548
+5,585
+4% +$245K 0.55% 57
2016
Q2 		$5.97M Buy
138,963
+7,120
+5% +$310K 0.53% 59
2016
Q1 		$5.69M Buy
131,843
+40,030
+44% +$1.54M 0.56% 56
2015
Q4 		$3.6M Buy
+91,813
New +$3.72M 0.35% 62
2015
Q1 		$3.49M Buy
81,345
+9,932
+14% +$427K 0.49% 45
2014
Q4 		$3.41M Buy
71,413
+6,648
+10% +$321K 0.49% 44
2014
Q3 		$3.2M Buy
64,765
+7,760
+14% +$403K 0.51% 44
2014
Q2 		$2.93M Buy
57,005
+3,180
+6% +$154K 0.46% 46
2014
Q1 		$2.53M Buy
53,825
+6,455
+14% +$291K 0.41% 48
2013
Q4 		$2.23M Buy
+47,370
New +$2.16M 0.37% 50

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TD Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Toronto Dominion Bank (TD) stake by 2.2% in Q3 2018, selling an estimated $110K and leaving 80,333 shares worth $4.88M. The position accounts for 0.27% of the portfolio, ranked #78.

Mariner Wealth Advisors (Cincinnati) first reported a position in TD in Q4 2013 and has held it in 18 quarters since. The position peaked at $8.68M in Q4 2017. 636 funds tracked by Wall St. Rank hold TD as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 80,333 shares of Toronto Dominion Bank worth $4.88M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 1,845 Toronto Dominion Bank shares in Q3 2018, an estimated $110K.
  • Toronto Dominion Bank made up 0.27% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #78 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Toronto Dominion Bank in Q4 2013 and has held it in 18 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Toronto Dominion Bank position peaked at $8.68M in Q4 2017.
  • 636 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.