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Morningstar Investment Services’s Toronto Dominion Bank TD Stock Holding History

Morningstar Investment Services’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
-149,591
Closed -$6.88M – 215
2020
Q3 		$6.88M Sell
149,591
-5,684
-4% -$265K 0.11% 126
2020
Q2 		$6.85M Buy
155,275
+7,673
+5% +$327K 0.11% 124
2020
Q1 		$6.1M Buy
+147,602
New +$7.57M 0.11% 124

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morningstar Investment Services's TD Position: Q4 2020 in Review

Morningstar Investment Services sold out of Toronto Dominion Bank (TD) in Q4 2020, closing a stake of 149,591 shares — an estimated $6.88M sold.

Morningstar Investment Services first reported a position in TD in Q1 2020 and held it in 3 quarters. The position peaked at $6.88M in Q3 2020. 602 funds tracked by Wall St. Rank hold TD as of Q4 2020.

  • Morningstar Investment Services reported no remaining Toronto Dominion Bank position as of Q4 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 149,591 Toronto Dominion Bank shares in Q4 2020, an estimated $6.88M.
  • Morningstar Investment Services first reported a position in Toronto Dominion Bank in Q1 2020 and held it in 3 quarters.
  • Morningstar Investment Services's Toronto Dominion Bank position peaked at $6.88M in Q3 2020.
  • 602 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2020.

Based on Morningstar Investment Services's 13F filing for Q4 2020, filed 11 Feb 2021.