Tortoise Investment Management’s Toronto Dominion Bank TD Stock Holding History

Tortoise Investment Management’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
2022 Q2	–	Sell	-100	Closed	-$8K	–	752
2022 Q1	$8K	Buy	+100	New	+$8.06K	﹤0.01%	527
2020 Q1	–	Sell	-39	Closed	-$2K	–	604
2019 Q4	$2K	Sell	39 -45	-54%	-$2.55K	﹤0.01%	544
2019 Q3	$5K	Hold	84	–	–	﹤0.01%	475
2019 Q2	$5K	Hold	84	–	–	﹤0.01%	499
2019 Q1	$5K	Buy	84 +45	+115%	+$2.49K	﹤0.01%	487
2018 Q4	$2K	Hold	39	–	–	﹤0.01%	512
2018 Q3	$2K	Hold	39	–	–	﹤0.01%	518
2018 Q2	$2K	Hold	39	–	–	﹤0.01%	529
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	508
2017 Q4	$2K	Hold	39	–	–	﹤0.01%	523
2017 Q3	$2K	Hold	39	–	–	﹤0.01%	457
2017 Q2	$2K	Hold	39	–	–	﹤0.01%	457
2017 Q1	$2K	Sell	39 -100	-72%	-$5.11K	﹤0.01%	439
2016 Q4	$7K	Buy	+139	New	+$6.5K	﹤0.01%	373

Other funds holding TD

Royal Bank of Canada

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

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

Capital Research Global Investors

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

TD Asset Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market

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

Fidelity International

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

Mackenzie Financial

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

Bank of Nova Scotia

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