AP
TD icon

Appleton Partners’s Toronto Dominion Bank TD Stock Holding History

Appleton 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
2014
Q4 		– Sell
-4,059
Closed -$200K – 190
2014
Q3 		$200K Buy
+4,059
New +$211K 0.05% 180

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Appleton Partners's TD Position: Q4 2014 in Review

Appleton Partners sold out of Toronto Dominion Bank (TD) in Q4 2014, closing a stake of 4,059 shares — an estimated $200K sold.

Appleton Partners first reported a position in TD in Q3 2014 and held it in 1 quarter. The position peaked at $200K in Q3 2014. 450 funds tracked by Wall St. Rank hold TD as of Q4 2014.

  • Appleton Partners reported no remaining Toronto Dominion Bank position as of Q4 2014 after selling out during the quarter.
  • Appleton Partners sold 4,059 Toronto Dominion Bank shares in Q4 2014, an estimated $200K.
  • Appleton Partners first reported a position in Toronto Dominion Bank in Q3 2014 and held it in 1 quarter.
  • Appleton Partners's Toronto Dominion Bank position peaked at $200K in Q3 2014.
  • 450 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2014.

Based on Appleton Partners's 13F filing for Q4 2014, filed 4 Feb 2015.