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Williams Jones & Associates’s Toronto Dominion Bank TD Stock Holding History

Williams Jones & Associates’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
2019
Q2 		$1.49M Buy
25,475
+1,515
+6% +$85.2K 0.03% 170
2019
Q1 		$1.3M Sell
23,960
-35,459
-60% -$1.96M 0.03% 178
2018
Q4 		$2.95M Sell
59,419
-5,970
-9% -$327K 0.08% 134
2018
Q3 		$3.98M Sell
65,389
-17,160
-21% -$1.02M 0.08% 142
2018
Q2 		$4.78M Sell
82,549
-6,980
-8% -$399K 0.11% 131
2018
Q1 		$5.09M Sell
89,529
-400
-0.4% -$23.4K 0.12% 119
2017
Q4 		$5.27M Buy
89,929
+1,730
+2% +$98.8K 0.12% 119
2017
Q3 		$4.96M Sell
88,199
-2,286
-3% -$120K 0.12% 120
2017
Q2 		$4.56M Sell
90,485
-8,695
-9% -$419K 0.12% 126
2017
Q1 		$4.97M Sell
99,180
-8,530
-8% -$436K 0.13% 128
2016
Q4 		$5.31M Buy
107,710
+58,720
+120% +$2.74M 0.15% 124
2016
Q3 		$2.17M Buy
48,990
+15,730
+47% +$689K 0.06% 163
2016
Q2 		$1.43M Buy
33,260
+23,160
+229% +$1.01M 0.04% 174
2016
Q1 		$436K Sell
10,100
-8,450
-46% -$326K 0.02% 220
2015
Q4 		$727K Hold
18,550
– – 0.03% 197
2015
Q3 		$731K Sell
18,550
-3,000
-14% -$119K 0.03% 205
2015
Q2 		$916K Buy
21,550
+2,000
+10% +$89.6K 0.04% 198
2015
Q1 		$838K Sell
19,550
-1,000
-5% -$43K 0.03% 216
2014
Q4 		$982K Sell
20,550
-1,000
-5% -$48.2K 0.04% 201
2014
Q3 		$1.06M Hold
21,550
– – 0.05% 163
2014
Q2 		$1.11M Sell
21,550
-25,050
-54% -$1.22M 0.05% 158
2014
Q1 		$2.19M Buy
46,600
+3,700
+9% +$167K 0.04% 180
2013
Q4 		$2.02M Sell
42,900
-24,250
-36% -$1.1M 0.1% 114
2013
Q3 		$3.02M Sell
67,150
-65,380
-49% -$2.78M 0.16% 99
2013
Q2 		$5.33M Buy
+132,530
New +$5.34M 0.27% 91

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Williams Jones & Associates's TD Position: Q2 2019 in Review

Williams Jones & Associates increased its Toronto Dominion Bank (TD) stake by 6.3% in Q2 2019, buying an estimated $85.2K and bringing the position to 25,475 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #170.

Williams Jones & Associates first reported a position in TD in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.33M in Q2 2013. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

  • Williams Jones & Associates held 25,475 shares of Toronto Dominion Bank worth $1.49M as of Q2 2019.
  • Williams Jones & Associates bought 1,515 Toronto Dominion Bank shares in Q2 2019, an estimated $85.2K.
  • Toronto Dominion Bank made up 0.03% of Williams Jones & Associates's portfolio in Q2 2019, its #170 holding.
  • Williams Jones & Associates first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 25 quarters since.
  • Williams Jones & Associates's Toronto Dominion Bank position peaked at $5.33M in Q2 2013.
  • 597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.