Banyan Partners’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$269K Sell
5,456
-700
-11% -$34.5K 0.02% 351
2014
Q2
$316K Sell
6,156
-800
-12% -$41.1K 0.03% 339
2014
Q1
$327K Sell
6,956
-2,182
-24% -$103K 0.03% 330
2013
Q4
$431K Sell
9,138
-37,138
-80% -$1.75M 0.03% 327
2013
Q3
$2.08M Buy
46,276
+5,886
+15% +$265K 0.18% 113
2013
Q2
$1.62M Buy
+40,390
New +$1.62M 0.32% 87