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Barrett Asset Management’s Toronto Dominion Bank TD Stock Holding History

Barrett 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
2015
Q2 		– Sell
-260
Closed -$11K – 350
2015
Q1 		$11K Buy
+260
New +$11.2K ﹤0.01% 295

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CIBC World Market
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Barrett Asset Management's TD Position: Q2 2015 in Review

Barrett Asset Management sold out of Toronto Dominion Bank (TD) in Q2 2015, closing a stake of 260 shares — an estimated $11K sold.

Barrett Asset Management first reported a position in TD in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 449 funds tracked by Wall St. Rank hold TD as of Q2 2015.

  • Barrett Asset Management reported no remaining Toronto Dominion Bank position as of Q2 2015 after selling out during the quarter.
  • Barrett Asset Management sold 260 Toronto Dominion Bank shares in Q2 2015, an estimated $11K.
  • Barrett Asset Management first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 1 quarter.
  • Barrett Asset Management's Toronto Dominion Bank position peaked at $11K in Q1 2015.
  • 449 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2015.

Based on Barrett Asset Management's 13F filing for Q2 2015, filed 6 Aug 2015.