YorkBridge Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-46	Closed	-$3K	–	587
2019 Q2	$3K	Hold	46	–	–	﹤0.01%	685
2019 Q1	$2K	Hold	46	–	–	﹤0.01%	709
2018 Q4	$2K	Hold	46	–	–	﹤0.01%	693
2018 Q3	$3K	Hold	46	–	–	﹤0.01%	694
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	753
2018 Q1	$3K	Hold	46	–	–	﹤0.01%	743
2017 Q4	$3K	Sell	46 -148	-76%	-$8.46K	﹤0.01%	771
2017 Q3	$11K	Hold	194	–	–	0.01%	627
2017 Q2	$10K	Hold	194	–	–	0.01%	630
2017 Q1	$9K	Buy	194 +114	+143%	+$5.83K	﹤0.01%	635
2016 Q4	$4K	Buy	+80	New	+$3.74K	﹤0.01%	696

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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 $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return