TD Private Client Wealth’s Pembina Pipeline PBA Stock Holding History

TD Private Client Wealth’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$671	Buy	15 +9	+150%	+$382	﹤0.01%	1456
2025 Q4	$228	Buy	+6	New	+$231	﹤0.01%	1528
2021 Q1	–	Sell	-263	Closed	-$6.22K	–	1195
2020 Q4	$6.22K	Hold	263	–	–	﹤0.01%	877
2020 Q3	$5.58K	Hold	263	–	–	﹤0.01%	835
2020 Q2	$6.58K	Sell	263 -8,490	-97%	-$196K	﹤0.01%	821
2020 Q1	$165K	Sell	8,753 -9,859	-53%	-$324K	0.01%	436
2019 Q4	$690K	Buy	+18,612	New	+$666K	0.04%	311

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial

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

Fidelity International

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return