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Genesis Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Genesis Wealth 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
2015
Q2 		$8.76K Hold
206
– – 0.01% 354
2015
Q1 		$8.9K Hold
206
– – 0.01% 358
2014
Q4 		$8.95K Buy
+206
New +$9.94K 0.01% 382

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

Genesis Wealth Advisors's TD Position: Q2 2015 in Review

Genesis Wealth Advisors held its Toronto Dominion Bank (TD) position steady in Q2 2015 at 206 shares worth $8.76K. The position accounts for 0.01% of the portfolio, ranked #354.

Genesis Wealth Advisors first reported a position in TD in Q4 2014 and has held it in 3 quarters since. The position peaked at $8.95K in Q4 2014. 450 funds tracked by Wall St. Rank hold TD as of Q2 2015.

  • Genesis Wealth Advisors held 206 shares of Toronto Dominion Bank worth $8.76K as of Q2 2015.
  • Genesis Wealth Advisors left its Toronto Dominion Bank share count unchanged in Q2 2015.
  • Toronto Dominion Bank made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #354 holding.
  • Genesis Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Toronto Dominion Bank position peaked at $8.95K in Q4 2014.
  • 450 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.