EWM
TD icon

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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Evercore Wealth Management's TD Position: Q1 2018 in Review

Evercore Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2018, closing a stake of 649 shares — an estimated $38K sold.

Evercore Wealth Management first reported a position in TD in Q2 2013 and held it in 19 quarters. The position peaked at $112K in Q4 2013. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

  • Evercore Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 649 Toronto Dominion Bank shares in Q1 2018, an estimated $38K.
  • Evercore Wealth Management first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Toronto Dominion Bank position peaked at $112K in Q4 2013.
  • 617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.