Concert Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Concert Wealth 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
2014 Q4	–	Sell	-4,548	Closed	-$226K	–	668
2014 Q3	$226K	Sell	4,548 -34	-0.7%	-$1.76K	0.03%	467
2014 Q2	$228K	Hold	4,582	–	–	0.03%	482
2014 Q1	$213K	Hold	4,582	–	–	0.03%	491
2013 Q4	$217K	Buy	4,582 +84	+2%	+$3.82K	0.03%	470
2013 Q3	$202K	Buy	+4,498	New	+$191K	0.03%	483

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

IGIM

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Concert Wealth Management's TD Position: Q4 2014 in Review

Concert Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2014, closing a stake of 4,548 shares — an estimated $226K sold.

Concert Wealth Management first reported a position in TD in Q3 2013 and held it in 5 quarters. The position peaked at $228K in Q2 2014. 450 funds tracked by Wall St. Rank hold TD as of Q4 2014.

Concert Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 4,548 Toronto Dominion Bank shares in Q4 2014, an estimated $226K.
Concert Wealth Management first reported a position in Toronto Dominion Bank in Q3 2013 and held it in 5 quarters.
Concert Wealth Management's Toronto Dominion Bank position peaked at $228K in Q2 2014.
450 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.