SWS Partners’s Toronto Dominion Bank TD Stock Holding History

SWS Partners’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
2018 Q4	$1.5M	Sell	30,183 -3,822	-11%	-$209K	1.14%	38
2018 Q3	$2.55M	Buy	34,005 +8,017	+31%	+$477K	1.62%	24
2018 Q2	$1.5M	Buy	+25,988	New	+$1.49M	1.06%	43
2018 Q1	–	Hold	0	–	–	–	317
2017 Q4	–	Hold	0	–	–	–	327

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 $115B AUM 41.58% 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

JFL

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

SWS Partners's TD Position: Q4 2018 in Review

SWS Partners reduced its Toronto Dominion Bank (TD) stake by 11% in Q4 2018, selling an estimated $209K and leaving 30,183 shares worth $1.5M. The position accounts for 1.14% of the portfolio, ranked #38.

SWS Partners first reported a position in TD in Q2 2018 and has held it in 3 quarters since. The position peaked at $2.55M in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

SWS Partners held 30,183 shares of Toronto Dominion Bank worth $1.5M as of Q4 2018.
SWS Partners sold 3,822 Toronto Dominion Bank shares in Q4 2018, an estimated $209K.
Toronto Dominion Bank made up 1.14% of SWS Partners's portfolio in Q4 2018, its #38 holding.
SWS Partners first reported a position in Toronto Dominion Bank in Q2 2018 and has held it in 3 quarters since.
SWS Partners's Toronto Dominion Bank position peaked at $2.55M in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.