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Nelson Capital Management’s Toronto Dominion Bank TD Stock Holding History

Nelson Capital Management’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
Q4 		– Sell
-400
Closed -$23K – 264
2019
Q3 		$23K Buy
+400
New +$22.7K 0.01% 200
2019
Q2 		– Sell
-43
Closed -$2K – 326
2019
Q1 		$2K Hold
43
– – ﹤0.01% 252
2018
Q4 		$2K Hold
43
– – ﹤0.01% 264
2018
Q3 		$3K Buy
+43
New +$2.56K ﹤0.01% 251

Other funds holding TD

Royal Bank of Canada
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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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Nelson Capital Management's TD Position: Q4 2019 in Review

Nelson Capital Management sold out of Toronto Dominion Bank (TD) in Q4 2019, closing a stake of 400 shares — an estimated $23K sold.

Nelson Capital Management first reported a position in TD in Q3 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2019. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

  • Nelson Capital Management reported no remaining Toronto Dominion Bank position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 400 Toronto Dominion Bank shares in Q4 2019, an estimated $23K.
  • Nelson Capital Management first reported a position in Toronto Dominion Bank in Q3 2018 and held it in 4 quarters.
  • Nelson Capital Management's Toronto Dominion Bank position peaked at $23K in Q3 2019.
  • 638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.