Williams Jones Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Williams Jones Wealth 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
2020 Q1	–	Sell	-22,300	Closed	-$1.25M	–	430
2019 Q4	$1.25M	Sell	22,300 -2,250	-9%	-$128K	0.02%	184
2019 Q3	$1.43M	Buy	+24,550	New	+$1.4M	0.03%	175

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 Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

JFL

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

Williams Jones Wealth Management's TD Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 22,300 shares — an estimated $1.25M sold.

Williams Jones Wealth Management first reported a position in TD in Q3 2019 and held it in 2 quarters. The position peaked at $1.43M in Q3 2019. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

Williams Jones Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
Williams Jones Wealth Management sold 22,300 Toronto Dominion Bank shares in Q1 2020, an estimated $1.25M.
Williams Jones Wealth Management first reported a position in Toronto Dominion Bank in Q3 2019 and held it in 2 quarters.
Williams Jones Wealth Management's Toronto Dominion Bank position peaked at $1.43M in Q3 2019.
571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.