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	–	751
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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Tortoise Investment Management's TD Position: Q2 2022 in Review

Tortoise Investment Management sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Tortoise Investment Management first reported a position in TD in Q4 2016 and held it in 14 quarters. The position peaked at $8K in Q1 2022. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Tortoise Investment Management reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
Tortoise Investment Management sold 100 Toronto Dominion Bank shares in Q2 2022, an estimated $8K.
Tortoise Investment Management first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 14 quarters.
Tortoise Investment Management's Toronto Dominion Bank position peaked at $8K in Q1 2022.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Tortoise Investment Management's 13F filing for Q2 2022, filed 3 Aug 2022.