WealthTrust Fairport’s Toronto Dominion Bank TD Stock Holding History

WealthTrust Fairport’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
2018 Q4	–	Sell	-111	Closed	-$7K	–	509
2018 Q3	$7K	Buy	111 +11	+11%	+$655	﹤0.01%	417
2018 Q2	$6K	Buy	+100	New	+$5.72K	﹤0.01%	421

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

WealthTrust Fairport's TD Position: Q4 2018 in Review

WealthTrust Fairport sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 111 shares — an estimated $7K sold.

WealthTrust Fairport first reported a position in TD in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

WealthTrust Fairport reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
WealthTrust Fairport sold 111 Toronto Dominion Bank shares in Q4 2018, an estimated $7K.
WealthTrust Fairport first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 2 quarters.
WealthTrust Fairport's Toronto Dominion Bank position peaked at $7K in Q3 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.