Aspiriant Holdings S3’s Toronto Dominion Bank TD Stock Holding History

Aspiriant Holdings S3’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 Q4	$936K	Buy	23,890 +230	+1%	+$9.31K	0.4%	69
2015 Q3	$933K	Sell	23,660 -930	-4%	-$37K	0.43%	64
2015 Q2	$1.04M	Buy	24,590 +270	+1%	+$12.1K	0.42%	68
2015 Q1	$1.04M	Buy	+24,320	New	+$1.05M	0.41%	64

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

IGIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Aspiriant Holdings S3's TD Position: Q4 2015 in Review

Aspiriant Holdings S3 increased its Toronto Dominion Bank (TD) stake by 0.97% in Q4 2015, buying an estimated $9.31K and bringing the position to 23,890 shares worth $936K. The position accounts for 0.4% of the portfolio, ranked #69.

Aspiriant Holdings S3 first reported a position in TD in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2015. 443 funds tracked by Wall St. Rank hold TD as of Q4 2015.

Aspiriant Holdings S3 held 23,890 shares of Toronto Dominion Bank worth $936K as of Q4 2015.
Aspiriant Holdings S3 bought 230 Toronto Dominion Bank shares in Q4 2015, an estimated $9.31K.
Toronto Dominion Bank made up 0.4% of Aspiriant Holdings S3's portfolio in Q4 2015, its #69 holding.
Aspiriant Holdings S3 first reported a position in Toronto Dominion Bank in Q1 2015 and has held it in 4 quarters since.
Aspiriant Holdings S3's Toronto Dominion Bank position peaked at $1.04M in Q2 2015.
443 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2015.

Based on Aspiriant Holdings S3's 13F filing for Q4 2015, filed 13 Jan 2016.