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B. Riley Wealth Management’s Toronto Dominion Bank TD Stock Holding History

B. Riley Wealth Management’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
-675
Closed -$33K – 1086
2014
Q3 		$33K Buy
675
+5
+0.7% +$259 0.02% 502
2014
Q2 		$34K Buy
670
+6
+0.9% +$291 0.02% 542
2014
Q1 		$31K Buy
+664
New +$29.9K 0.02% 545

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

B. Riley Wealth Management's TD Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2014, closing a stake of 675 shares — an estimated $33K sold.

B. Riley Wealth Management first reported a position in TD in Q1 2014 and held it in 3 quarters. The position peaked at $34K in Q2 2014. 450 funds tracked by Wall St. Rank hold TD as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 675 Toronto Dominion Bank shares in Q4 2014, an estimated $33K.
  • B. Riley Wealth Management first reported a position in Toronto Dominion Bank in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Toronto Dominion Bank position peaked at $34K in Q2 2014.
  • 450 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.