Smith Group Asset Management’s Toronto Dominion Bank TD Stock Holding History

Smith Group Asset Management’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
2019 Q4	–	Sell	-46,971	Closed	-$2.74M	–	405
2019 Q3	$2.74M	Sell	46,971 -230	-0.5%	-$13.1K	0.1%	97
2019 Q2	$2.75M	Buy	47,201 +300	+0.6%	+$16.9K	0.09%	101
2019 Q1	$2.55M	Hold	46,901	–	–	0.08%	99
2018 Q4	$2.33M	Buy	46,901 +22,991	+96%	+$1.26M	0.08%	113
2018 Q3	$1.45M	Buy	23,910 +370	+2%	+$22K	0.04%	151
2018 Q2	$1.36M	Buy	23,540 +2,940	+14%	+$168K	0.04%	151
2018 Q1	$1.17M	Buy	20,600 +7,000	+51%	+$410K	0.04%	156
2017 Q4	$797K	Buy	13,600 +400	+3%	+$22.9K	0.03%	172
2017 Q3	$743K	Hold	13,200	–	–	0.02%	183
2017 Q2	$665K	Buy	13,200 +9,260	+235%	+$447K	0.02%	189
2017 Q1	$197K	Buy	+3,940	New	+$201K	0.01%	274

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Smith Group Asset Management's TD Position: Q4 2019 in Review

Smith Group Asset Management sold out of Toronto Dominion Bank (TD) in Q4 2019, closing a stake of 46,971 shares — an estimated $2.74M sold.

Smith Group Asset Management first reported a position in TD in Q1 2017 and held it in 11 quarters. The position peaked at $2.75M in Q2 2019. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

Smith Group Asset Management reported no remaining Toronto Dominion Bank position as of Q4 2019 after selling out during the quarter.
Smith Group Asset Management sold 46,971 Toronto Dominion Bank shares in Q4 2019, an estimated $2.74M.
Smith Group Asset Management first reported a position in Toronto Dominion Bank in Q1 2017 and held it in 11 quarters.
Smith Group Asset Management's Toronto Dominion Bank position peaked at $2.75M in Q2 2019.
638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Smith Group Asset Management's 13F filing for Q4 2019, filed 4 Feb 2020.