Sterling Investment Advisors (Pennsylvania)’s Toronto Dominion Bank TD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-978	Closed	-$43K	–	458
2020 Q2	$43K	Hold	978	–	–	0.02%	225
2020 Q1	$41K	Hold	978	–	–	0.02%	202
2019 Q4	$54K	Hold	978	–	–	0.02%	200
2019 Q3	$57K	Hold	978	–	–	0.03%	196
2019 Q2	$57K	Hold	978	–	–	0.03%	194
2019 Q1	$53K	Hold	978	–	–	0.03%	204
2018 Q4	$48K	Hold	978	–	–	0.03%	198
2018 Q3	$59K	Hold	978	–	–	0.03%	208
2018 Q2	$56K	Hold	978	–	–	0.03%	198
2018 Q1	$56K	Hold	978	–	–	0.03%	187
2017 Q4	$57K	Buy	978 +400	+69%	+$22.9K	0.04%	175
2017 Q3	$33K	Hold	578	–	–	0.02%	218
2017 Q2	$29K	Hold	578	–	–	0.02%	223
2017 Q1	$29K	Buy	+578	New	+$29.5K	0.02%	218

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BGC

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

Sterling Investment Advisors (Pennsylvania)'s TD Position: Q3 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Toronto Dominion Bank (TD) in Q3 2020, closing a stake of 978 shares — an estimated $43K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TD in Q1 2017 and held it in 14 quarters. The position peaked at $59K in Q3 2018. 540 funds tracked by Wall St. Rank hold TD as of Q3 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Toronto Dominion Bank position as of Q3 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 978 Toronto Dominion Bank shares in Q3 2020, an estimated $43K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Toronto Dominion Bank in Q1 2017 and held it in 14 quarters.
Sterling Investment Advisors (Pennsylvania)'s Toronto Dominion Bank position peaked at $59K in Q3 2018.
540 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2020, filed 26 Oct 2020.