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

Evercore 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
2018 Q1	–	Sell	-649	Closed	-$38K	–	738
2017 Q4	$38K	Hold	649	–	–	﹤0.01%	623
2017 Q3	$37K	Hold	649	–	–	﹤0.01%	615
2017 Q2	$33K	Sell	649 -73	-10%	-$3.52K	﹤0.01%	637
2017 Q1	$36K	Buy	722 +160	+28%	+$8.18K	﹤0.01%	657
2016 Q4	$28K	Buy	562 +377	+204%	+$17.6K	﹤0.01%	708
2016 Q3	$8K	Buy	185 +81	+78%	+$3.55K	﹤0.01%	893
2016 Q2	$4K	Sell	104 -175	-63%	-$7.62K	﹤0.01%	958
2016 Q1	$12K	Hold	279	–	–	﹤0.01%	792
2015 Q4	$11K	Hold	279	–	–	﹤0.01%	846
2015 Q3	$11K	Sell	279 -104	-27%	-$4.14K	﹤0.01%	826
2015 Q2	$15K	Sell	383 -1,243	-76%	-$55.7K	﹤0.01%	841
2015 Q1	$69K	Buy	1,626 +1,418	+682%	+$60.9K	﹤0.01%	586
2014 Q4	$10K	Buy	208 +8	+4%	+$386	﹤0.01%	745
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	819
2014 Q2	$10K	Sell	200 -178	-47%	-$8.64K	﹤0.01%	840
2014 Q1	$18K	Sell	378 -2,000	-84%	-$90.2K	﹤0.01%	757
2013 Q4	$112K	Buy	2,378 +1,660	+231%	+$75.5K	0.01%	440
2013 Q3	$32K	Buy	718 +340	+90%	+$14.4K	﹤0.01%	620
2013 Q2	$15K	Buy	+378	New	+$15.2K	﹤0.01%	688

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Fidelity Investments

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

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return