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Proficio Capital Partners’s Toronto Dominion Bank TD Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-905
Closed -$53K – 1363
2019
Q2 		$53K Sell
905
-202
-18% -$11.4K 0.02% 357
2019
Q1 		$60K Sell
1,107
-916
-45% -$50.6K 0.02% 295
2018
Q4 		$101K Sell
2,023
-957
-32% -$52.4K 0.04% 173
2018
Q3 		$181K Sell
2,980
-43
-1% -$2.56K 0.06% 133
2018
Q2 		$175K Buy
3,023
+64
+2% +$3.66K 0.07% 139
2018
Q1 		$168K Buy
2,959
+146
+5% +$8.54K 0.05% 143
2017
Q4 		$165K Buy
2,813
+61
+2% +$3.48K 0.05% 144
2017
Q3 		$155K Hold
2,752
– – 0.06% 192
2017
Q2 		$141K Buy
2,752
+664
+32% +$32K 0.06% 207
2017
Q1 		$98K Buy
2,088
+487
+30% +$24.9K 0.04% 254
2016
Q4 		$79K Buy
1,601
+62
+4% +$2.9K 0.03% 204
2016
Q3 		$68K Buy
1,539
+725
+89% +$31.8K 0.04% 220
2016
Q2 		$35K Sell
814
-323
-28% -$14.1K 0.02% 326
2016
Q1 		$49K Buy
1,137
+856
+305% +$33K 0.04% 219
2015
Q4 		$11K Buy
+281
New +$11.4K 0.01% 269

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Proficio Capital Partners's TD Position: Q3 2019 in Review

Proficio Capital Partners sold out of Toronto Dominion Bank (TD) in Q3 2019, closing a stake of 905 shares — an estimated $53K sold.

Proficio Capital Partners first reported a position in TD in Q4 2015 and held it in 15 quarters. The position peaked at $181K in Q3 2018. 604 funds tracked by Wall St. Rank hold TD as of Q3 2019.

  • Proficio Capital Partners reported no remaining Toronto Dominion Bank position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 905 Toronto Dominion Bank shares in Q3 2019, an estimated $53K.
  • Proficio Capital Partners first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Toronto Dominion Bank position peaked at $181K in Q3 2018.
  • 604 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.