Banyan Partners’s Toronto Dominion Bank TD Stock Holding History

Banyan 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 Q3	$269K	Sell	5,456 -700	-11%	-$36.3K	0.02%	357
2014 Q2	$316K	Sell	6,156 -800	-12%	-$38.8K	0.03%	346
2014 Q1	$327K	Sell	6,956 -2,182	-24%	-$98.4K	0.03%	335
2013 Q4	$431K	Sell	9,138 -37,138	-80%	-$1.69M	0.03%	327
2013 Q3	$2.08M	Buy	46,276 +5,886	+15%	+$250K	0.18%	115
2013 Q2	$1.62M	Buy	+40,390	New	+$1.63M	0.32%	87

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

JFL

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

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

IGIM

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

Banyan Partners's TD Position: Q3 2014 in Review

Banyan Partners reduced its Toronto Dominion Bank (TD) stake by 11% in Q3 2014, selling an estimated $36.3K and leaving 5,456 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #357.

Banyan Partners first reported a position in TD in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.08M in Q3 2013. 431 funds tracked by Wall St. Rank hold TD as of Q3 2014.

Banyan Partners held 5,456 shares of Toronto Dominion Bank worth $269K as of Q3 2014.
Banyan Partners sold 700 Toronto Dominion Bank shares in Q3 2014, an estimated $36.3K.
Toronto Dominion Bank made up 0.02% of Banyan Partners's portfolio in Q3 2014, its #357 holding.
Banyan Partners first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Toronto Dominion Bank position peaked at $2.08M in Q3 2013.
431 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.