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Willingdon Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-196
Closed -$11K – 523
2019
Q3 		$11K Buy
+196
New +$11.1K ﹤0.01% 236

Other funds holding TD

Royal Bank of Canada
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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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Willingdon Wealth Management's TD Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2019, closing a stake of 196 shares — an estimated $11K sold.

Willingdon Wealth Management first reported a position in TD in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 196 Toronto Dominion Bank shares in Q4 2019, an estimated $11K.
  • Willingdon Wealth Management first reported a position in Toronto Dominion Bank in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Toronto Dominion Bank position peaked at $11K in Q3 2019.
  • 638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.