Summit X LLC’s Toronto Dominion Bank TD Stock Holding History

Summit X LLC’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 Q1	–	Sell	-38,540	Closed	-$2.16M	–	251
2019 Q4	$2.16M	Buy	38,540 +2,541	+7%	+$144K	0.8%	35
2019 Q3	$2.1M	Buy	35,999 +1,445	+4%	+$82.1K	0.84%	32
2019 Q2	$2.02M	Buy	34,554 +1,922	+6%	+$108K	0.83%	33
2019 Q1	$1.77M	Buy	32,632 +18,890	+137%	+$1.04M	0.76%	37
2018 Q4	$682K	Buy	13,742 +5,945	+76%	+$325K	0.39%	65
2018 Q3	$493K	Buy	+7,797	New	+$464K	0.24%	113

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Summit X LLC's TD Position: Q1 2020 in Review

Summit X LLC sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 38,540 shares — an estimated $2.16M sold.

Summit X LLC first reported a position in TD in Q3 2018 and held it in 6 quarters. The position peaked at $2.16M in Q4 2019. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Summit X LLC reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Summit X LLC sold 38,540 Toronto Dominion Bank shares in Q1 2020, an estimated $2.16M.
Summit X LLC first reported a position in Toronto Dominion Bank in Q3 2018 and held it in 6 quarters.
Summit X LLC's Toronto Dominion Bank position peaked at $2.16M in Q4 2019.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.