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Wilbanks Smith & Thomas Asset Management’s Toronto Dominion Bank TD Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-56
Closed -$3K – 1207
2018
Q3 		$3K Buy
+56
New +$3.33K ﹤0.01% 1341

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
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
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

Wilbanks Smith & Thomas Asset Management's TD Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Toronto Dominion Bank (TD) in Q4 2018, closing a stake of 56 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TD in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 624 funds tracked by Wall St. Rank hold TD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Toronto Dominion Bank position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 56 Toronto Dominion Bank shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Toronto Dominion Bank in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Toronto Dominion Bank position peaked at $3K in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.