TrustCore Financial Services’s Toronto Dominion Bank TD Stock Holding History

TrustCore Financial Services’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
2021 Q2	–	Sell	-150	Closed	-$10K	–	1102
2021 Q1	$10K	Buy	150 +100	+200%	+$6.11K	﹤0.01%	694
2020 Q4	$3K	Buy	+50	New	+$2.53K	﹤0.01%	823
2020 Q3	–	Sell	-483	Closed	-$22K	–	922
2020 Q2	$22K	Hold	483	–	–	﹤0.01%	508
2020 Q1	$20K	Sell	483 -186	-28%	-$9.54K	﹤0.01%	482
2019 Q4	$38K	Buy	669 +304	+83%	+$17.2K	0.01%	420
2019 Q3	$21K	Hold	365	–	–	﹤0.01%	504
2019 Q2	$21K	Hold	365	–	–	﹤0.01%	496
2019 Q1	$20K	Buy	+365	New	+$20.2K	0.01%	435
2018 Q4	–	Sell	-365	Closed	-$22K	–	749
2018 Q3	$22K	Hold	365	–	–	0.01%	437
2018 Q2	$21K	Hold	365	–	–	0.01%	435
2018 Q1	$21K	Hold	365	–	–	0.01%	407
2017 Q4	$21K	Buy	+365	New	+$20.9K	0.01%	395

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TrustCore Financial Services's TD Position: Q2 2021 in Review

TrustCore Financial Services sold out of Toronto Dominion Bank (TD) in Q2 2021, closing a stake of 150 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in TD in Q4 2017 and held it in 12 quarters. The position peaked at $38K in Q4 2019. 649 funds tracked by Wall St. Rank hold TD as of Q2 2021.

TrustCore Financial Services reported no remaining Toronto Dominion Bank position as of Q2 2021 after selling out during the quarter.
TrustCore Financial Services sold 150 Toronto Dominion Bank shares in Q2 2021, an estimated $10K.
TrustCore Financial Services first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 12 quarters.
TrustCore Financial Services's Toronto Dominion Bank position peaked at $38K in Q4 2019.
649 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2021.

Based on TrustCore Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.