Patten Group’s Toronto Dominion Bank TD Stock Holding History

Patten 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
2019 Q1	–	Sell	-230	Closed	-$11K	–	489
2018 Q4	$11K	Hold	230	–	–	0.01%	428
2018 Q3	$14K	Hold	230	–	–	0.01%	475
2018 Q2	$13K	Hold	230	–	–	0.01%	453
2018 Q1	$13K	Sell	230 -93	-29%	-$5.44K	0.01%	452
2017 Q4	$19K	Hold	323	–	–	0.01%	437
2017 Q3	$18K	Hold	323	–	–	0.01%	427
2017 Q2	$16K	Hold	323	–	–	0.01%	458
2017 Q1	$16K	Buy	323 +180	+126%	+$9.2K	0.01%	430
2016 Q4	$7K	Hold	143	–	–	﹤0.01%	498
2016 Q3	$6.31K	Hold	143	–	–	﹤0.01%	509
2016 Q2	$6.14K	Hold	143	–	–	﹤0.01%	498
2016 Q1	$6.17K	Hold	143	–	–	﹤0.01%	517
2015 Q4	$5.6K	Hold	143	–	–	﹤0.01%	550
2015 Q3	$5.64K	Buy	+143	New	+$5.69K	﹤0.01%	486

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Patten Group's TD Position: Q1 2019 in Review

Patten Group sold out of Toronto Dominion Bank (TD) in Q1 2019, closing a stake of 230 shares — an estimated $11K sold.

Patten Group first reported a position in TD in Q3 2015 and held it in 14 quarters. The position peaked at $19K in Q4 2017. 634 funds tracked by Wall St. Rank hold TD as of Q1 2019.

Patten Group reported no remaining Toronto Dominion Bank position as of Q1 2019 after selling out during the quarter.
Patten Group sold 230 Toronto Dominion Bank shares in Q1 2019, an estimated $11K.
Patten Group first reported a position in Toronto Dominion Bank in Q3 2015 and held it in 14 quarters.
Patten Group's Toronto Dominion Bank position peaked at $19K in Q4 2017.
634 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.