Simon Quick Advisors’s Toronto Dominion Bank TD Stock Holding History

Simon Quick 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
2018 Q2	–	Sell	-499	Closed	-$28K	–	371
2018 Q1	$28K	Buy	499 +405	+431%	+$23.7K	0.01%	202
2017 Q4	$6K	Buy	+94	New	+$5.37K	﹤0.01%	359
2017 Q2	–	Sell	-499	Closed	-$25K	–	366
2017 Q1	$25K	Sell	499 -4,665	-90%	-$238K	0.01%	198
2016 Q4	$255K	Buy	+5,164	New	+$241K	0.19%	80

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

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

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 America Charlotte, North Carolina $1.55T AUM 33.47% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Simon Quick Advisors's TD Position: Q2 2018 in Review

Simon Quick Advisors sold out of Toronto Dominion Bank (TD) in Q2 2018, closing a stake of 499 shares — an estimated $28K sold.

Simon Quick Advisors first reported a position in TD in Q4 2016 and held it in 4 quarters. The position peaked at $255K in Q4 2016. 612 funds tracked by Wall St. Rank hold TD as of Q2 2018.

Simon Quick Advisors reported no remaining Toronto Dominion Bank position as of Q2 2018 after selling out during the quarter.
Simon Quick Advisors sold 499 Toronto Dominion Bank shares in Q2 2018, an estimated $28K.
Simon Quick Advisors first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 4 quarters.
Simon Quick Advisors's Toronto Dominion Bank position peaked at $255K in Q4 2016.
612 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2018.

Based on Simon Quick Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.