Polaris Wealth Advisory Group’s Toronto Dominion Bank TD Stock Holding History

Polaris Wealth Advisory 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 Q3	–	Sell	-57,894	Closed	-$3.39M	–	177
2019 Q2	$3.39M	Buy	57,894 +1,955	+3%	+$110K	0.26%	64
2019 Q1	$3.11M	Buy	+55,939	New	+$3.09M	0.23%	74
2018 Q4	–	Sell	-800	Closed	-$49K	–	422
2018 Q3	$49K	Buy	+800	New	+$47.6K	﹤0.01%	247
2018 Q2	–	Sell	-800	Closed	-$45K	–	409
2018 Q1	$45K	Buy	+800	New	+$46.8K	﹤0.01%	225

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

BGC

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

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

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

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

Polaris Wealth Advisory Group's TD Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of Toronto Dominion Bank (TD) in Q3 2019, closing a stake of 57,894 shares — an estimated $3.39M sold.

Polaris Wealth Advisory Group first reported a position in TD in Q1 2018 and held it in 4 quarters. The position peaked at $3.39M in Q2 2019. 604 funds tracked by Wall St. Rank hold TD as of Q3 2019.

Polaris Wealth Advisory Group reported no remaining Toronto Dominion Bank position as of Q3 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 57,894 Toronto Dominion Bank shares in Q3 2019, an estimated $3.39M.
Polaris Wealth Advisory Group first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Toronto Dominion Bank position peaked at $3.39M in Q2 2019.
604 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.