Thomas J. Herzfeld Advisors’s Toronto Dominion Bank TD Stock Holding History

Thomas J. Herzfeld Advisors’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	-167	Closed	-$7K	–	332
2020 Q1	$7K	Hold	167	–	–	﹤0.01%	196
2019 Q4	$9K	Hold	167	–	–	﹤0.01%	203
2019 Q3	$10K	Sell	167 -88	-35%	-$5K	﹤0.01%	211
2019 Q2	$15K	Hold	255	–	–	0.01%	195
2019 Q1	$14K	Buy	255 +122	+92%	+$6.74K	0.01%	219
2018 Q4	$7K	Hold	133	–	–	﹤0.01%	256
2018 Q3	$8K	Sell	133 -68	-34%	-$4.05K	﹤0.01%	240
2018 Q2	$12K	Hold	201	–	–	﹤0.01%	232
2018 Q1	$11K	Buy	201 +11	+6%	+$644	﹤0.01%	252
2017 Q4	$11K	Hold	190	–	–	﹤0.01%	253
2017 Q3	$11K	Hold	190	–	–	﹤0.01%	242
2017 Q2	$10K	Sell	190 -581	-75%	-$28K	﹤0.01%	242
2017 Q1	$39K	Hold	771	–	–	0.02%	220
2016 Q4	$38K	Sell	771 -91	-11%	-$4.25K	0.02%	220
2016 Q3	$38K	Hold	862	–	–	0.02%	199
2016 Q2	$37K	Hold	862	–	–	0.02%	222
2016 Q1	$37K	Buy	+862	New	+$33.3K	0.02%	234

Other funds holding TD

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International

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

CIBC World Market

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

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

Mackenzie Financial

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