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

Monte 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 Q4	–	Sell	-39,348	Closed	-$1.82M	–	62
2020 Q3	$1.82M	Sell	39,348 -132	-0.3%	-$6.15K	1.37%	34
2020 Q2	$1.76M	Sell	39,480 -7,741	-16%	-$330K	1.39%	34
2020 Q1	$2M	Sell	47,221 -6,010	-11%	-$308K	1.94%	25
2019 Q4	$2.99M	Sell	53,231 -633	-1%	-$35.9K	2.2%	26
2019 Q3	$3.14M	Buy	53,864 +1,378	+3%	+$78.3K	2.53%	20
2019 Q2	$3.06M	Buy	52,486 +747	+1%	+$42K	2.6%	22
2019 Q1	$2.81M	Buy	51,739 +26,098	+102%	+$1.44M	2.46%	23
2018 Q4	$1.27M	Buy	+25,641	New	+$1.4M	1.35%	30

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Capital Research Global Investors

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return