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Cobiz Wealth’s Toronto Dominion Bank TD Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-210
Closed -$8K – 322
2013
Q2 		$8K Buy
+210
New +$8.46K ﹤0.01% 294

Other funds holding TD

Royal Bank of Canada
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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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

Cobiz Wealth's TD Position: Q3 2013 in Review

Cobiz Wealth sold out of Toronto Dominion Bank (TD) in Q3 2013, closing a stake of 210 shares — an estimated $8K sold.

Cobiz Wealth first reported a position in TD in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 382 funds tracked by Wall St. Rank hold TD as of Q3 2013.

  • Cobiz Wealth reported no remaining Toronto Dominion Bank position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 210 Toronto Dominion Bank shares in Q3 2013, an estimated $8K.
  • Cobiz Wealth first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Toronto Dominion Bank position peaked at $8K in Q2 2013.
  • 382 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.