FPA
TD icon

Fieldpoint Private Advisors’s Toronto Dominion Bank TD Stock Holding History

Fieldpoint Private Advisors’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
2017
Q2 		– Sell
-16,215
Closed -$812K – 62
2017
Q1 		$812K Buy
16,215
+640
+4% +$32.7K 2.19% 26
2016
Q4 		$768K Buy
+15,575
New +$728K 0.51% 60

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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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 $62.4B AUM 23.7% 1-Year Est. Return

Fieldpoint Private Advisors's TD Position: Q2 2017 in Review

Fieldpoint Private Advisors sold out of Toronto Dominion Bank (TD) in Q2 2017, closing a stake of 16,215 shares — an estimated $812K sold.

Fieldpoint Private Advisors first reported a position in TD in Q4 2016 and held it in 2 quarters. The position peaked at $812K in Q1 2017. 498 funds tracked by Wall St. Rank hold TD as of Q2 2017.

  • Fieldpoint Private Advisors reported no remaining Toronto Dominion Bank position as of Q2 2017 after selling out during the quarter.
  • Fieldpoint Private Advisors sold 16,215 Toronto Dominion Bank shares in Q2 2017, an estimated $812K.
  • Fieldpoint Private Advisors first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 2 quarters.
  • Fieldpoint Private Advisors's Toronto Dominion Bank position peaked at $812K in Q1 2017.
  • 498 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2017.

Based on Fieldpoint Private Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.