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

Elite 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
Q1 		– Sell
-52
Closed -$2K – 633
2013
Q4 		$2K Buy
+52
New +$2.37K ﹤0.01% 702
2013
Q3 		– Sell
-2,002
Closed -$80K – 461
2013
Q2 		$80K Buy
+2,002
New +$80.6K 0.12% 90

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
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
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

Elite Wealth Management's TD Position: Q1 2014 in Review

Elite Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2014, closing a stake of 52 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in TD in Q2 2013 and held it in 2 quarters. The position peaked at $80K in Q2 2013. 415 funds tracked by Wall St. Rank hold TD as of Q1 2014.

  • Elite Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 52 Toronto Dominion Bank shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's Toronto Dominion Bank position peaked at $80K in Q2 2013.
  • 415 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.