Security National Trust’s Toronto Dominion Bank TD Stock Holding History

Security National Trust’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
2017 Q1	–	Sell	-40	Closed	-$2K	–	434
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	418
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	443
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	441
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	445
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	459
2015 Q3	$2K	Hold	40	–	–	﹤0.01%	450
2015 Q2	$2K	Hold	40	–	–	﹤0.01%	463
2015 Q1	$2K	Hold	40	–	–	﹤0.01%	467
2014 Q4	$2K	Hold	40	–	–	﹤0.01%	493
2014 Q3	$2K	Hold	40	–	–	﹤0.01%	500
2014 Q2	$2K	Hold	40	–	–	﹤0.01%	507
2014 Q1	$2K	Hold	40	–	–	﹤0.01%	507
2013 Q4	$2K	Sell	40 -82	-67%	-$3.73K	﹤0.01%	505
2013 Q3	$5K	Hold	122	–	–	﹤0.01%	445
2013 Q2	$5K	Buy	+122	New	+$4.91K	﹤0.01%	429

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Security National Trust's TD Position: Q1 2017 in Review

Security National Trust sold out of Toronto Dominion Bank (TD) in Q1 2017, closing a stake of 40 shares — an estimated $2K sold.

Security National Trust first reported a position in TD in Q2 2013 and held it in 15 quarters. The position peaked at $5K in Q3 2013. 509 funds tracked by Wall St. Rank hold TD as of Q1 2017.

Security National Trust reported no remaining Toronto Dominion Bank position as of Q1 2017 after selling out during the quarter.
Security National Trust sold 40 Toronto Dominion Bank shares in Q1 2017, an estimated $2K.
Security National Trust first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 15 quarters.
Security National Trust's Toronto Dominion Bank position peaked at $5K in Q3 2013.
509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2017.

Based on Security National Trust's 13F filing for Q1 2017, filed 27 Apr 2017.