O'Brien Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-839	Closed	-$51K	–	180
2018 Q3	$51K	Buy	+839	New	+$50K	0.03%	73
2018 Q2	–	Sell	-760	Closed	-$43K	–	168
2018 Q1	$43K	Buy	+760	New	+$44.5K	0.03%	66

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

O'Brien Wealth Partners's TD Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 839 shares — an estimated $51K sold.

O'Brien Wealth Partners first reported a position in TD in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

O'Brien Wealth Partners reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 839 Toronto Dominion Bank shares in Q4 2018, an estimated $51K.
O'Brien Wealth Partners first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Toronto Dominion Bank position peaked at $51K in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.