Convergence Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-327	Closed	-$19K	–	834
2018 Q1	$19K	Buy	+327	New	+$19.1K	﹤0.01%	609
2014 Q4	–	Sell	-4,113	Closed	-$203K	–	424
2014 Q3	$203K	Buy	+4,113	New	+$213K	0.03%	343
2014 Q2	–	Sell	-4,919	Closed	-$231K	–	423
2014 Q1	$231K	Sell	4,919 -981	-17%	-$44.2K	0.04%	333
2013 Q4	$278K	Sell	5,900 -1,054	-15%	-$48K	0.05%	321
2013 Q3	$313K	Sell	6,954 -1,870	-21%	-$79.5K	0.07%	240
2013 Q2	$355K	Buy	+8,824	New	+$355K	0.09%	233

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

JFL

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

BGC

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

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

Convergence Investment Partners's TD Position: Q2 2018 in Review

Convergence Investment Partners sold out of Toronto Dominion Bank (TD) in Q2 2018, closing a stake of 327 shares — an estimated $19K sold.

Convergence Investment Partners first reported a position in TD in Q2 2013 and held it in 6 quarters. The position peaked at $355K in Q2 2013. 612 funds tracked by Wall St. Rank hold TD as of Q2 2018.

Convergence Investment Partners reported no remaining Toronto Dominion Bank position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 327 Toronto Dominion Bank shares in Q2 2018, an estimated $19K.
Convergence Investment Partners first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 6 quarters.
Convergence Investment Partners's Toronto Dominion Bank position peaked at $355K in Q2 2013.
612 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.