Sound View Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Sound View 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
2019 Q1	$971K	Sell	17,871 -3,183	-15%	-$176K	0.3%	88
2018 Q4	$1.05M	Buy	+21,054	New	+$1.15M	0.38%	75

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

BGC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sound View Wealth Advisors's TD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Toronto Dominion Bank (TD) stake by 15% in Q1 2019, selling an estimated $176K and leaving 17,871 shares worth $971K. The position accounts for 0.3% of the portfolio, ranked #88.

Sound View Wealth Advisors first reported a position in TD in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2018. 634 funds tracked by Wall St. Rank hold TD as of Q1 2019.

Sound View Wealth Advisors held 17,871 shares of Toronto Dominion Bank worth $971K as of Q1 2019.
Sound View Wealth Advisors sold 3,183 Toronto Dominion Bank shares in Q1 2019, an estimated $176K.
Toronto Dominion Bank made up 0.3% of Sound View Wealth Advisors's portfolio in Q1 2019, its #88 holding.
Sound View Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 2 quarters since.
Sound View Wealth Advisors's Toronto Dominion Bank position peaked at $1.05M in Q4 2018.
634 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.