Squar Milner Financial Services’s Toronto Dominion Bank TD Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,401	Closed	-$59K	–	661
2020 Q1	$59K	Hold	1,401	–	–	0.04%	346
2019 Q4	$78K	Buy	+1,401	New	+$79.5K	0.04%	374
2019 Q3	–	Sell	-1,451	Closed	-$85K	–	659
2019 Q2	$85K	Buy	1,451 +1,234	+569%	+$69.4K	0.06%	290
2019 Q1	$11K	Hold	217	–	–	0.01%	506
2018 Q4	$11K	Hold	217	–	–	0.01%	463
2018 Q3	$13K	Hold	217	–	–	0.01%	455
2018 Q2	$13K	Buy	+217	New	+$12.4K	0.01%	540

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $14.8B AUM 15.12% 1-Year Est. Return

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

Squar Milner Financial Services's TD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Toronto Dominion Bank (TD) in Q2 2020, closing a stake of 1,401 shares — an estimated $59K sold.

Squar Milner Financial Services first reported a position in TD in Q2 2018 and held it in 7 quarters. The position peaked at $85K in Q2 2019. 544 funds tracked by Wall St. Rank hold TD as of Q2 2020.

Squar Milner Financial Services reported no remaining Toronto Dominion Bank position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,401 Toronto Dominion Bank shares in Q2 2020, an estimated $59K.
Squar Milner Financial Services first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Toronto Dominion Bank position peaked at $85K in Q2 2019.
544 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.