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CapWealth Advisors’s Toronto Dominion Bank TD Stock Holding History

CapWealth Advisors’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
2016
Q2 		– Sell
-301
Closed -$13K – 312
2016
Q1 		$13K Buy
+301
New +$11.6K ﹤0.01% 226
2014
Q4 		– Sell
-102
Closed -$5K – 252
2014
Q3 		$5K Buy
+102
New +$5.29K ﹤0.01% 295

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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 $13.6B AUM 17.82% 1-Year Est. Return

CapWealth Advisors's TD Position: Q2 2016 in Review

CapWealth Advisors sold out of Toronto Dominion Bank (TD) in Q2 2016, closing a stake of 301 shares — an estimated $13K sold.

CapWealth Advisors first reported a position in TD in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q1 2016. 452 funds tracked by Wall St. Rank hold TD as of Q2 2016.

  • CapWealth Advisors reported no remaining Toronto Dominion Bank position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 301 Toronto Dominion Bank shares in Q2 2016, an estimated $13K.
  • CapWealth Advisors first reported a position in Toronto Dominion Bank in Q3 2014 and held it in 2 quarters.
  • CapWealth Advisors's Toronto Dominion Bank position peaked at $13K in Q1 2016.
  • 452 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.