Wealthspire Advisors (Maryland)’s Toronto Dominion Bank TD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-709	Closed	-$39K	–	1848
2019 Q1	$39K	Sell	709 -100	-12%	-$5.53K	﹤0.01%	990
2018 Q4	$40K	Sell	809 -27	-3%	-$1.48K	﹤0.01%	953
2018 Q3	$51K	Sell	836 -1	-0.1%	-$60	﹤0.01%	962
2018 Q2	$48K	Buy	837 +1	+0.1%	+$57	﹤0.01%	994
2018 Q1	$48K	Sell	836 -57	-6%	-$3.34K	﹤0.01%	1007
2017 Q4	$52K	Buy	893 +34	+4%	+$1.94K	0.01%	985
2017 Q3	$48K	Sell	859 -1,835	-68%	-$96.3K	0.01%	998
2017 Q2	$136K	Sell	2,694 -2,186	-45%	-$105K	0.02%	581
2017 Q1	$244K	Sell	4,880 -3,738	-43%	-$191K	0.03%	337
2016 Q4	$425K	Buy	8,618 +1,725	+25%	+$80.6K	0.06%	201
2016 Q3	$306K	Sell	6,893 -147	-2%	-$6.44K	0.05%	268
2016 Q2	$302K	Sell	7,040 -388	-5%	-$16.9K	0.05%	250
2016 Q1	$320K	Buy	7,428 +464	+7%	+$17.9K	0.06%	241
2015 Q4	$273K	Buy	+6,964	New	+$282K	0.05%	275

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

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

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

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

Wealthspire Advisors (Maryland)'s TD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 709 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in TD in Q4 2015 and held it in 14 quarters. The position peaked at $425K in Q4 2016. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 709 Toronto Dominion Bank shares in Q2 2019, an estimated $39K.
Wealthspire Advisors (Maryland) first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Toronto Dominion Bank position peaked at $425K in Q4 2016.
597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.