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

Focused 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
2015
Q3 		– Sell
-110
Closed -$5K – 720
2015
Q2 		$5K Hold
110
– – ﹤0.01% 507
2015
Q1 		$5K Buy
+110
New +$4.73K ﹤0.01% 529

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

Focused Wealth Management's TD Position: Q3 2015 in Review

Focused Wealth Management sold out of Toronto Dominion Bank (TD) in Q3 2015, closing a stake of 110 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in TD in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 437 funds tracked by Wall St. Rank hold TD as of Q3 2015.

  • Focused Wealth Management reported no remaining Toronto Dominion Bank position as of Q3 2015 after selling out during the quarter.
  • Focused Wealth Management sold 110 Toronto Dominion Bank shares in Q3 2015, an estimated $5K.
  • Focused Wealth Management first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 2 quarters.
  • Focused Wealth Management's Toronto Dominion Bank position peaked at $5K in Q2 2015.
  • 437 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2015.

Based on Focused Wealth Management's 13F filing for Q3 2015, filed 10 Nov 2015.