Curi RMB Capital’s Toronto Dominion Bank TD Stock Holding History

Curi RMB Capital’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 Q1	–	Sell	-5,216	Closed	-$246K	–	388
2013 Q4	$246K	Sell	5,216 -916	-15%	-$41.7K	0.02%	315
2013 Q3	$276K	Sell	6,132 -2,224	-27%	-$94.5K	0.02%	312
2013 Q2	$336K	Buy	+8,356	New	+$337K	0.03%	272

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $14.8B AUM 15.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

IGIM

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

Curi RMB Capital's TD Position: Q1 2014 in Review

Curi RMB Capital sold out of Toronto Dominion Bank (TD) in Q1 2014, closing a stake of 5,216 shares — an estimated $246K sold.

Curi RMB Capital first reported a position in TD in Q2 2013 and held it in 3 quarters. The position peaked at $336K in Q2 2013. 415 funds tracked by Wall St. Rank hold TD as of Q1 2014.

Curi RMB Capital reported no remaining Toronto Dominion Bank position as of Q1 2014 after selling out during the quarter.
Curi RMB Capital sold 5,216 Toronto Dominion Bank shares in Q1 2014, an estimated $246K.
Curi RMB Capital first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 3 quarters.
Curi RMB Capital's Toronto Dominion Bank position peaked at $336K in Q2 2013.
415 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2014.

Based on Curi RMB Capital's 13F filing for Q1 2014, filed 12 May 2014.