Wealthcare Capital Management’s Toronto Dominion Bank TD Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-131	Closed	-$7K	–	594
2019 Q4	$7K	Buy	+131	New	+$7.43K	﹤0.01%	220
2017 Q4	–	Sell	-53	Closed	-$3K	–	233
2017 Q3	$3K	Hold	53	–	–	﹤0.01%	156
2017 Q2	$3K	Hold	53	–	–	﹤0.01%	150
2017 Q1	$3K	Buy	53 +1	+2%	+$51	﹤0.01%	154
2016 Q4	$3K	Hold	52	–	–	﹤0.01%	154
2016 Q3	$2K	Buy	52 +1	+2%	+$44	﹤0.01%	174
2016 Q2	$2K	Hold	51	–	–	﹤0.01%	176
2016 Q1	$2K	Hold	51	–	–	﹤0.01%	185
2015 Q4	$2K	Buy	51 +1	+2%	+$40	﹤0.01%	197
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	215
2015 Q2	$2K	Sell	50 -3,915	-99%	-$175K	﹤0.01%	337
2015 Q1	$170K	Buy	3,965 +3,916	+7,992%	+$168K	0.02%	108
2014 Q4	$2K	Hold	49	–	–	﹤0.01%	176
2014 Q3	$2K	Buy	+49	New	+$2.54K	﹤0.01%	239

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

JFL

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

Wealthcare Capital Management's TD Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 131 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in TD in Q3 2014 and held it in 14 quarters. The position peaked at $170K in Q1 2015. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Wealthcare Capital Management reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 131 Toronto Dominion Bank shares in Q1 2020, an estimated $7K.
Wealthcare Capital Management first reported a position in Toronto Dominion Bank in Q3 2014 and held it in 14 quarters.
Wealthcare Capital Management's Toronto Dominion Bank position peaked at $170K in Q1 2015.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.