Boston Private Bank & Trust’s Toronto Dominion Bank TD Stock Holding History

Boston Private Bank & Trust’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 Q1	$457K	Sell	10,658 -6,430	-38%	-$276K	0.02%	308
2014 Q4	$816K	Sell	17,088 -3,370	-16%	-$163K	0.04%	251
2014 Q3	$1.01M	Hold	20,458	–	–	0.05%	233
2014 Q2	$1.05M	Hold	20,458	–	–	0.05%	232
2014 Q1	$961K	Hold	20,458	–	–	0.05%	240
2013 Q4	$964K	Hold	20,458	–	–	0.05%	237
2013 Q3	$920K	Buy	20,458 +14,800	+262%	+$629K	0.05%	237
2013 Q2	$227K	Buy	+5,658	New	+$228K	0.01%	354

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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 Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Boston Private Bank & Trust's TD Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Toronto Dominion Bank (TD) stake by 38% in Q1 2015, selling an estimated $276K and leaving 10,658 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #308.

Boston Private Bank & Trust first reported a position in TD in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2014. 440 funds tracked by Wall St. Rank hold TD as of Q1 2015.

Boston Private Bank & Trust held 10,658 shares of Toronto Dominion Bank worth $457K as of Q1 2015.
Boston Private Bank & Trust sold 6,430 Toronto Dominion Bank shares in Q1 2015, an estimated $276K.
Toronto Dominion Bank made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #308 holding.
Boston Private Bank & Trust first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Toronto Dominion Bank position peaked at $1.05M in Q2 2014.
440 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.