FMA Advisory’s Toronto Dominion Bank TD Stock Holding History

FMA Advisory’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
2015 Q2	$109K	Buy	+2,571	New	+$115K	0.07%	140
2013 Q4	–	Sell	-8,670	Closed	-$390K	–	161
2013 Q3	$390K	Buy	8,670 +4	+0%	+$170	0.16%	135
2013 Q2	$348K	Buy	+8,666	New	+$349K	0.15%	137

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

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

FMA Advisory's TD Position: Q2 2015 in Review

FMA Advisory opened a new position in Toronto Dominion Bank (TD) in Q2 2015: 2,571 shares worth $109K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings. This is a return to the name: FMA Advisory previously reported a position in TD as recently as Q3 2013.

FMA Advisory first reported a position in TD in Q2 2013 and has held it in 3 quarters since. The position peaked at $390K in Q3 2013. 449 funds tracked by Wall St. Rank hold TD as of Q2 2015.

FMA Advisory held 2,571 shares of Toronto Dominion Bank worth $109K as of Q2 2015.
Toronto Dominion Bank was a new FMA Advisory position in Q2 2015.
Toronto Dominion Bank made up 0.07% of FMA Advisory's portfolio in Q2 2015, its #140 holding.
FMA Advisory first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 3 quarters since.
FMA Advisory's Toronto Dominion Bank position peaked at $390K in Q3 2013.
449 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.