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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Monte Financial Group's TD Position: Q4 2020 in Review

Monte Financial Group sold out of Toronto Dominion Bank (TD) in Q4 2020, closing a stake of 39,348 shares — an estimated $1.82M sold.

Monte Financial Group first reported a position in TD in Q4 2018 and held it in 8 quarters. The position peaked at $3.14M in Q3 2019. 602 funds tracked by Wall St. Rank hold TD as of Q4 2020.

Monte Financial Group reported no remaining Toronto Dominion Bank position as of Q4 2020 after selling out during the quarter.
Monte Financial Group sold 39,348 Toronto Dominion Bank shares in Q4 2020, an estimated $1.82M.
Monte Financial Group first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 8 quarters.
Monte Financial Group's Toronto Dominion Bank position peaked at $3.14M in Q3 2019.
602 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2020.

Based on Monte Financial Group's 13F filing for Q4 2020, filed 3 Feb 2021.