Apriem Advisors’s Toronto Dominion Bank TD Stock Holding History

Apriem Advisors’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
2015 Q3	–	Sell	-57,785	Closed	-$2.46M	–	595
2015 Q2	$2.46M	Sell	57,785 -500	-0.9%	-$22.4K	0.84%	38
2015 Q1	$2.5M	Buy	58,285 +8,025	+16%	+$345K	0.87%	40
2014 Q4	$2.4M	Buy	50,260 +5,300	+12%	+$256K	0.88%	40
2014 Q3	$2.22M	Sell	44,960 -10,200	-18%	-$529K	0.85%	42
2014 Q2	$2.84M	Sell	55,160 -1,300	-2%	-$63.1K	1.08%	33
2014 Q1	$2.65M	Buy	56,460 +1,000	+2%	+$45.1K	1%	37
2013 Q4	$2.61M	Buy	55,460 +12,580	+29%	+$572K	1.02%	38
2013 Q3	$1.93M	Sell	42,880 -700	-2%	-$29.7K	0.84%	42
2013 Q2	$1.75M	Buy	+43,580	New	+$1.76M	0.86%	42

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

JFL

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

BGC

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

Apriem Advisors's TD Position: Q3 2015 in Review

Apriem Advisors sold out of Toronto Dominion Bank (TD) in Q3 2015, closing a stake of 57,785 shares — an estimated $2.46M sold.

Apriem Advisors first reported a position in TD in Q2 2013 and held it in 9 quarters. The position peaked at $2.84M in Q2 2014. 438 funds tracked by Wall St. Rank hold TD as of Q3 2015.

Apriem Advisors reported no remaining Toronto Dominion Bank position as of Q3 2015 after selling out during the quarter.
Apriem Advisors sold 57,785 Toronto Dominion Bank shares in Q3 2015, an estimated $2.46M.
Apriem Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 9 quarters.
Apriem Advisors's Toronto Dominion Bank position peaked at $2.84M in Q2 2014.
438 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.