Regal Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Regal Investment 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
2021 Q1	–	Sell	-11,304	Closed	-$638K	–	381
2020 Q4	$638K	Buy	+11,304	New	+$573K	0.07%	244
2020 Q3	–	Sell	-6,412	Closed	-$286K	–	254
2020 Q2	$286K	Buy	+6,412	New	+$273K	0.05%	253
2020 Q1	–	Sell	-6,506	Closed	-$365K	–	277
2019 Q4	$365K	Buy	6,506 +157	+2%	+$8.9K	0.07%	234
2019 Q3	$370K	Sell	6,349 -1,127	-15%	-$64.1K	0.07%	220
2019 Q2	$436K	Buy	7,476 +345	+5%	+$19.4K	0.09%	206
2019 Q1	$387K	Buy	7,131 +568	+9%	+$31.4K	0.08%	212
2018 Q4	$326K	Buy	+6,563	New	+$359K	0.07%	230
2018 Q2	–	Sell	-4,653	Closed	-$265K	–	311
2018 Q1	$265K	Buy	4,653 +782	+20%	+$45.8K	0.06%	247
2017 Q4	$227K	Buy	+3,871	New	+$221K	0.05%	255
2015 Q4	–	Sell	-4,854	Closed	-$191K	–	806
2015 Q3	$191K	Buy	4,854 +70	+1%	+$2.79K	0.05%	239
2015 Q2	$203K	Buy	4,784 +4,634	+3,089%	+$207K	0.05%	248
2015 Q1	$6K	Buy	150 +70	+88%	+$3.01K	﹤0.01%	788
2014 Q4	$4K	Sell	80 -177	-69%	-$8.54K	﹤0.01%	779
2014 Q3	$13K	Sell	257 -36	-12%	-$1.87K	﹤0.01%	643
2014 Q2	$15K	Buy	+293	New	+$14.2K	0.01%	600

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Regal Investment Advisors's TD Position: Q1 2021 in Review

Regal Investment Advisors sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 11,304 shares — an estimated $638K sold.

Regal Investment Advisors first reported a position in TD in Q2 2014 and held it in 15 quarters. The position peaked at $638K in Q4 2020. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

Regal Investment Advisors reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 11,304 Toronto Dominion Bank shares in Q1 2021, an estimated $638K.
Regal Investment Advisors first reported a position in Toronto Dominion Bank in Q2 2014 and held it in 15 quarters.
Regal Investment Advisors's Toronto Dominion Bank position peaked at $638K in Q4 2020.
600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.