Ullmann Wealth Partners Group’s Toronto Dominion Bank TD Stock Holding History

Ullmann Wealth Partners Group’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
2017 Q3	–	Sell	-4	Closed	–	–	124
2017 Q2	$0	Hold	4	–	–	﹤0.01%	166
2017 Q1	$0	Buy	+4	New	+$204	﹤0.01%	144

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

JFL

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

BGC

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Ullmann Wealth Partners Group's TD Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Toronto Dominion Bank (TD) in Q3 2017, closing a stake of 4 shares.

Ullmann Wealth Partners Group first reported a position in TD in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 521 funds tracked by Wall St. Rank hold TD as of Q3 2017.

Ullmann Wealth Partners Group reported no remaining Toronto Dominion Bank position as of Q3 2017 after selling out during the quarter.
Ullmann Wealth Partners Group sold 4 Toronto Dominion Bank shares in Q3 2017.
Ullmann Wealth Partners Group first reported a position in Toronto Dominion Bank in Q1 2017 and held it in 2 quarters.
Ullmann Wealth Partners Group's Toronto Dominion Bank position peaked at $0 in Q2 2017.
521 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.