CPWM LLC’s Toronto Dominion Bank TD Stock Holding History

CPWM LLC’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
2019 Q2	–	Sell	-7,607	Closed	-$413K	–	283
2019 Q1	$413K	Sell	7,607 -7,521	-50%	-$416K	0.06%	187
2018 Q4	$752K	Sell	15,128 -2,445	-14%	-$134K	0.12%	119
2018 Q3	$1.07M	Sell	17,573 -322	-2%	-$19.2K	0.15%	103
2018 Q2	$1.03M	Buy	17,895 +337	+2%	+$19.3K	0.16%	106
2018 Q1	$998K	Buy	+17,558	New	+$1.03M	0.16%	113

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

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

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

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

CPWM LLC's TD Position: Q2 2019 in Review

CPWM LLC sold out of Toronto Dominion Bank (TD) in Q2 2019, closing a stake of 7,607 shares — an estimated $413K sold.

CPWM LLC first reported a position in TD in Q1 2018 and held it in 5 quarters. The position peaked at $1.07M in Q3 2018. 597 funds tracked by Wall St. Rank hold TD as of Q2 2019.

CPWM LLC reported no remaining Toronto Dominion Bank position as of Q2 2019 after selling out during the quarter.
CPWM LLC sold 7,607 Toronto Dominion Bank shares in Q2 2019, an estimated $413K.
CPWM LLC first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 5 quarters.
CPWM LLC's Toronto Dominion Bank position peaked at $1.07M in Q3 2018.
597 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2019.

Based on CPWM LLC's 13F filing for Q2 2019, filed 2 Aug 2019.