Whitnell & Co’s Toronto Dominion Bank TD Stock Holding History

Whitnell & Co’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 Q3	–	Sell	-158	Closed	-$9K	–	338
2018 Q2	$9K	Hold	158	–	–	﹤0.01%	239
2018 Q1	$9K	Hold	158	–	–	﹤0.01%	259
2017 Q4	$9K	Buy	+158	New	+$9.03K	﹤0.01%	232
2017 Q1	–	Sell	-408	Closed	-$20K	–	352
2016 Q4	$20K	Hold	408	–	–	0.01%	214
2016 Q3	$18K	Hold	408	–	–	0.01%	212
2016 Q2	$18K	Hold	408	–	–	0.01%	220
2016 Q1	$18K	Buy	408 +218	+115%	+$8.41K	0.01%	213
2015 Q4	$7K	Hold	190	–	–	﹤0.01%	281
2015 Q3	$7K	Buy	+190	New	+$7.57K	﹤0.01%	279
2014 Q4	–	Sell	-800	Closed	-$40K	–	278
2014 Q3	$40K	Hold	800	–	–	0.02%	198
2014 Q2	$41K	Hold	800	–	–	0.02%	196
2014 Q1	$38K	Hold	800	–	–	0.02%	196
2013 Q4	$38K	Hold	800	–	–	0.02%	192
2013 Q3	$36K	Hold	800	–	–	0.02%	196
2013 Q2	$32K	Buy	+800	New	+$32.2K	0.02%	209

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 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Whitnell & Co's TD Position: Q3 2018 in Review

Whitnell & Co sold out of Toronto Dominion Bank (TD) in Q3 2018, closing a stake of 158 shares — an estimated $9K sold.

Whitnell & Co first reported a position in TD in Q2 2013 and held it in 15 quarters. The position peaked at $41K in Q2 2014. 636 funds tracked by Wall St. Rank hold TD as of Q3 2018.

Whitnell & Co reported no remaining Toronto Dominion Bank position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 158 Toronto Dominion Bank shares in Q3 2018, an estimated $9K.
Whitnell & Co first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 15 quarters.
Whitnell & Co's Toronto Dominion Bank position peaked at $41K in Q2 2014.
636 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.