Rational Advisors’s Toronto Dominion Bank TD Stock Holding History

Rational Advisors’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	-35	Closed	-$2K	–	554
2020 Q3	$2K	Buy	+35	New	+$1.63K	﹤0.01%	496
2020 Q1	–	Sell	-2,200	Closed	-$123K	–	475
2019 Q4	$123K	Hold	2,200	–	–	0.06%	257
2019 Q3	$128K	Sell	2,200 -500	-19%	-$28.4K	0.05%	273
2019 Q2	$158K	Hold	2,700	–	–	0.06%	253
2019 Q1	$147K	Hold	2,700	–	–	0.04%	226
2018 Q4	$134K	Sell	2,700 -400	-13%	-$21.9K	0.04%	219
2018 Q3	$188K	Sell	3,100 -678	-18%	-$40.4K	0.05%	203
2018 Q2	$219K	Hold	3,778	–	–	0.1%	186
2018 Q1	$215K	Hold	3,778	–	–	0.1%	219
2017 Q4	$221K	Hold	3,778	–	–	0.11%	183
2017 Q3	$213K	Hold	3,778	–	–	0.11%	207
2017 Q2	$190K	Hold	3,778	–	–	0.12%	193
2017 Q1	$189K	Buy	3,778 +472	+14%	+$24.1K	0.12%	170
2016 Q4	$168K	Sell	3,306 -80	-2%	-$3.74K	0.16%	129
2016 Q3	$150K	Buy	+3,386	New	+$148K	0.1%	168
2015 Q3	$286K	Sell	7,250 -34,000	-82%	-$1.35M	0.12%	147
2015 Q2	$1.75M	Hold	41,250	–	–	0.56%	68
2015 Q1	$1.77M	Hold	41,250	–	–	0.43%	83
2014 Q4	$1.97M	Buy	+41,250	New	+$1.99M	0.39%	90
2013 Q4	$4.36M	Sell	92,600 -10,900	-11%	-$496K	0.37%	79
2013 Q3	$4.66M	Buy	103,500 +56,000	+118%	+$2.38M	0.36%	74
2013 Q2	$1.91M	Buy	+47,500	New	+$1.91M	0.16%	217

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Rational Advisors's TD Position: Q4 2020 in Review

Rational Advisors sold out of Toronto Dominion Bank (TD) in Q4 2020, closing a stake of 35 shares — an estimated $2K sold.

Rational Advisors first reported a position in TD in Q2 2013 and held it in 22 quarters. The position peaked at $4.66M in Q3 2013. 602 funds tracked by Wall St. Rank hold TD as of Q4 2020.

Rational Advisors reported no remaining Toronto Dominion Bank position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 35 Toronto Dominion Bank shares in Q4 2020, an estimated $2K.
Rational Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 22 quarters.
Rational Advisors's Toronto Dominion Bank position peaked at $4.66M in Q3 2013.
602 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.