Conning Inc’s Toronto Dominion Bank TD Stock Holding History

Conning Inc’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
2017 Q4	–	Sell	-5,530	Closed	-$311K	–	622
2017 Q3	$311K	Sell	5,530 -125	-2%	-$6.56K	0.01%	484
2017 Q2	$285K	Sell	5,655 -2,475	-30%	-$119K	0.01%	505
2017 Q1	$407K	Hold	8,130	–	–	0.02%	435
2016 Q4	$401K	Buy	+8,130	New	+$380K	0.02%	425

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFL

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Conning Inc's TD Position: Q4 2017 in Review

Conning Inc sold out of Toronto Dominion Bank (TD) in Q4 2017, closing a stake of 5,530 shares — an estimated $311K sold.

Conning Inc first reported a position in TD in Q4 2016 and held it in 4 quarters. The position peaked at $407K in Q1 2017. 587 funds tracked by Wall St. Rank hold TD as of Q4 2017.

Conning Inc reported no remaining Toronto Dominion Bank position as of Q4 2017 after selling out during the quarter.
Conning Inc sold 5,530 Toronto Dominion Bank shares in Q4 2017, an estimated $311K.
Conning Inc first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 4 quarters.
Conning Inc's Toronto Dominion Bank position peaked at $407K in Q1 2017.
587 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2017.

Based on Conning Inc's 13F filing for Q4 2017, filed 30 Jan 2018.