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Private Ocean’s Toronto Dominion Bank TD Stock Holding History

Private Ocean’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
-107
Closed -$5K – 533
2020
Q3 		$5K Buy
+107
New +$4.98K ﹤0.01% 434

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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

Private Ocean's TD Position: Q4 2020 in Review

Private Ocean sold out of Toronto Dominion Bank (TD) in Q4 2020, closing a stake of 107 shares — an estimated $5K sold.

Private Ocean first reported a position in TD in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 602 funds tracked by Wall St. Rank hold TD as of Q4 2020.

  • Private Ocean reported no remaining Toronto Dominion Bank position as of Q4 2020 after selling out during the quarter.
  • Private Ocean sold 107 Toronto Dominion Bank shares in Q4 2020, an estimated $5K.
  • Private Ocean first reported a position in Toronto Dominion Bank in Q3 2020 and held it in 1 quarter.
  • Private Ocean's Toronto Dominion Bank position peaked at $5K in Q3 2020.
  • 602 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2020.

Based on Private Ocean's 13F filing for Q4 2020, filed 29 Jan 2021.