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Baker Ellis Asset Management’s Toronto Dominion Bank TD Stock Holding History

Baker Ellis Asset 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
Q1 		– Sell
-2,450
Closed -$115K – 262
2013
Q4 		$115K Hold
2,450
– – 0.04% 242
2013
Q3 		$110K Buy
+2,450
New +$104K 0.04% 238

Other funds holding TD

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Baker Ellis Asset Management's TD Position: Q1 2014 in Review

Baker Ellis Asset Management sold out of Toronto Dominion Bank (TD) in Q1 2014, closing a stake of 2,450 shares — an estimated $115K sold.

Baker Ellis Asset Management first reported a position in TD in Q3 2013 and held it in 2 quarters. The position peaked at $115K in Q4 2013. 415 funds tracked by Wall St. Rank hold TD as of Q1 2014.

  • Baker Ellis Asset Management reported no remaining Toronto Dominion Bank position as of Q1 2014 after selling out during the quarter.
  • Baker Ellis Asset Management sold 2,450 Toronto Dominion Bank shares in Q1 2014, an estimated $115K.
  • Baker Ellis Asset Management first reported a position in Toronto Dominion Bank in Q3 2013 and held it in 2 quarters.
  • Baker Ellis Asset Management's Toronto Dominion Bank position peaked at $115K in Q4 2013.
  • 415 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2014.

Based on Baker Ellis Asset Management's 13F filing for Q1 2014, filed 24 Apr 2014.