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	–	406
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

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

Fidelity International

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mackenzie Financial

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return