Ropes Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Ropes Wealth 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 Q2	–	Sell	-2,000	Closed	-$85K	–	608
2020 Q1	$85K	Hold	2,000	–	–	0.02%	243
2019 Q4	$112K	Hold	2,000	–	–	0.02%	260
2019 Q3	$117K	Hold	2,000	–	–	0.02%	269
2019 Q2	$117K	Hold	2,000	–	–	0.02%	266
2019 Q1	$109K	Sell	2,000 -210	-10%	-$11.6K	0.03%	262
2018 Q4	$110K	Hold	2,210	–	–	0.03%	257
2018 Q3	$134K	Hold	2,210	–	–	0.03%	254
2018 Q2	$128K	Sell	2,210 -49	-2%	-$2.8K	0.03%	262
2018 Q1	$128K	Buy	2,259 +49	+2%	+$2.87K	0.04%	250
2017 Q4	$129K	Sell	2,210 -166	-7%	-$9.48K	0.03%	246
2017 Q3	$134K	Hold	2,376	–	–	0.04%	242
2017 Q2	$120K	Buy	2,376 +376	+19%	+$18.1K	0.03%	251
2017 Q1	$100K	Hold	2,000	–	–	0.03%	266
2016 Q4	$99K	Buy	+2,000	New	+$93.5K	0.03%	261

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Ropes Wealth Advisors's TD Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q2 2020, closing a stake of 2,000 shares — an estimated $85K sold.

Ropes Wealth Advisors first reported a position in TD in Q4 2016 and held it in 14 quarters. The position peaked at $134K in Q3 2018. 544 funds tracked by Wall St. Rank hold TD as of Q2 2020.

Ropes Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 2,000 Toronto Dominion Bank shares in Q2 2020, an estimated $85K.
Ropes Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 14 quarters.
Ropes Wealth Advisors's Toronto Dominion Bank position peaked at $134K in Q3 2018.
544 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.