WFG Advisors’s Toronto Dominion Bank TD Stock Holding History

WFG Advisors’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 Q2	$81K	Buy	1,609 +700	+77%	+$33.8K	0.02%	577
2017 Q1	$46K	Sell	909 -1,900	-68%	-$97.1K	0.01%	680
2016 Q4	$139K	Sell	2,809 -423	-13%	-$19.8K	0.03%	452
2016 Q3	$144K	Sell	3,232 -300	-8%	-$13.1K	0.04%	443
2016 Q2	$152K	Sell	3,532 -100	-3%	-$4.35K	0.04%	400
2016 Q1	$157K	Buy	3,632 +138	+4%	+$5.33K	0.05%	363
2015 Q4	$137K	Sell	3,494 -600	-15%	-$24.3K	0.04%	388
2015 Q3	$161K	Hold	4,094	–	–	0.05%	336
2015 Q2	$174K	Sell	4,094 -4,874	-54%	-$218K	0.05%	380
2015 Q1	$384K	Sell	8,968 -2,471	-22%	-$106K	0.11%	215
2014 Q4	$547K	Buy	11,439 +1,370	+14%	+$66.1K	0.11%	203
2014 Q3	$497K	Buy	10,069 +1,256	+14%	+$65.2K	0.09%	258
2014 Q2	$453K	Buy	8,813 +1,239	+16%	+$60.1K	0.08%	274
2014 Q1	$356K	Sell	7,574 -2,974	-28%	-$134K	0.07%	311
2013 Q4	$497K	Buy	10,548 +142	+1%	+$6.46K	0.07%	312
2013 Q3	$468K	Sell	10,406 -2,046	-16%	-$87K	0.07%	290
2013 Q2	$500K	Buy	+12,452	New	+$501K	0.08%	258

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

BGC

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

JFL

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WFG Advisors's TD Position: Q2 2017 in Review

WFG Advisors increased its Toronto Dominion Bank (TD) stake by 77% in Q2 2017, buying an estimated $33.8K and bringing the position to 1,609 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #577.

WFG Advisors first reported a position in TD in Q2 2013 and has held it in 17 quarters since. The position peaked at $547K in Q4 2014. 498 funds tracked by Wall St. Rank hold TD as of Q2 2017.

WFG Advisors held 1,609 shares of Toronto Dominion Bank worth $81K as of Q2 2017.
WFG Advisors bought 700 Toronto Dominion Bank shares in Q2 2017, an estimated $33.8K.
Toronto Dominion Bank made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #577 holding.
WFG Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Toronto Dominion Bank position peaked at $547K in Q4 2014.
498 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.