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Fusion Family Wealth’s Toronto Dominion Bank TD Stock Holding History

Fusion Family Wealth’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
-53
Closed -$3K – 316
2017
Q1 		$3K Sell
53
-311
-85% -$15.9K ﹤0.01% 256
2016
Q4 		$18K Buy
+364
New +$17K 0.01% 196

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Fusion Family Wealth's TD Position: Q2 2017 in Review

Fusion Family Wealth sold out of Toronto Dominion Bank (TD) in Q2 2017, closing a stake of 53 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in TD in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 498 funds tracked by Wall St. Rank hold TD as of Q2 2017.

  • Fusion Family Wealth reported no remaining Toronto Dominion Bank position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 53 Toronto Dominion Bank shares in Q2 2017, an estimated $3K.
  • Fusion Family Wealth first reported a position in Toronto Dominion Bank in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's Toronto Dominion Bank position peaked at $18K in Q4 2016.
  • 498 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.