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Wellesley Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Wellesley Investment Partners’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
Q3 		$224K Sell
4,864
-477
-9% -$22.2K 0.08% 95
2020
Q2 		$238K Buy
+5,341
New +$227K 0.08% 95
2020
Q1 		– Sell
-4,100
Closed -$230K – 122
2019
Q4 		$230K Buy
+4,100
New +$233K 0.07% 107

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Wellesley Investment Partners's TD Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Toronto Dominion Bank (TD) stake by 8.9% in Q3 2020, selling an estimated $22.2K and leaving 4,864 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #95.

Wellesley Investment Partners first reported a position in TD in Q4 2019 and has held it in 3 quarters since. The position peaked at $238K in Q2 2020. 540 funds tracked by Wall St. Rank hold TD as of Q3 2020.

  • Wellesley Investment Partners held 4,864 shares of Toronto Dominion Bank worth $224K as of Q3 2020.
  • Wellesley Investment Partners sold 477 Toronto Dominion Bank shares in Q3 2020, an estimated $22.2K.
  • Toronto Dominion Bank made up 0.08% of Wellesley Investment Partners's portfolio in Q3 2020, its #95 holding.
  • Wellesley Investment Partners first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 3 quarters since.
  • Wellesley Investment Partners's Toronto Dominion Bank position peaked at $238K in Q2 2020.
  • 540 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.