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

Whitney & 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 Q4	–	Sell	-582	Closed	-$33K	–	416
2018 Q3	$33K	Hold	582	–	–	0.01%	214
2018 Q2	$34K	Hold	582	–	–	0.01%	182
2018 Q1	$33K	Buy	+582	New	+$34.1K	0.01%	190

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

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

JFL

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

Whitney & Co's TD Position: Q4 2018 in Review

Whitney & Co sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 582 shares — an estimated $33K sold.

Whitney & Co first reported a position in TD in Q1 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

Whitney & Co reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 582 Toronto Dominion Bank shares in Q4 2018, an estimated $33K.
Whitney & Co first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 3 quarters.
Whitney & Co's Toronto Dominion Bank position peaked at $34K in Q2 2018.
624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.