Winch Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Winch Advisory Services’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	–	Sell	-52	Closed	-$3K	–	468
2019 Q1	$3K	Buy	+52	New	+$2.87K	﹤0.01%	299
2017 Q3	–	Sell	-102	Closed	-$5K	–	315
2017 Q2	$5K	Hold	102	–	–	﹤0.01%	220
2017 Q1	$5K	Hold	102	–	–	﹤0.01%	206
2016 Q4	$5K	Hold	102	–	–	﹤0.01%	187
2016 Q3	$5K	Buy	+102	New	+$4.47K	﹤0.01%	196
2016 Q2	–	Sell	-102	Closed	-$4K	–	284
2016 Q1	$4K	Buy	+102	New	+$3.94K	0.01%	168

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

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

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

Winch Advisory Services's TD Position: Q2 2019 in Review

Winch Advisory Services sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 52 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in TD in Q1 2016 and held it in 6 quarters. The position peaked at $5K in Q2 2017. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

Winch Advisory Services reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 52 Toronto Dominion Bank shares in Q2 2019, an estimated $3K.
Winch Advisory Services first reported a position in Toronto Dominion Bank in Q1 2016 and held it in 6 quarters.
Winch Advisory Services's Toronto Dominion Bank position peaked at $5K in Q2 2017.
597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on Winch Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.