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

Gupta 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
2016 Q1	$2.11M	Buy	48,820 +8,353	+21%	+$322K	0.49%	45
2015 Q4	$1.58M	Buy	40,467 +3,774	+10%	+$153K	0.4%	57
2015 Q3	$1.45M	Buy	36,693 +8,824	+32%	+$351K	0.35%	66
2015 Q2	$1.19M	Buy	27,869 +2,941	+12%	+$132K	0.29%	76
2015 Q1	$1.07M	Buy	+24,928	New	+$1.07M	0.31%	78

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Gupta Wealth Management's TD Position: Q1 2016 in Review

Gupta Wealth Management increased its Toronto Dominion Bank (TD) stake by 21% in Q1 2016, buying an estimated $322K and bringing the position to 48,820 shares worth $2.11M. The position accounts for 0.49% of the portfolio, ranked #45.

Gupta Wealth Management first reported a position in TD in Q1 2015 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold TD as of Q1 2016.

Gupta Wealth Management held 48,820 shares of Toronto Dominion Bank worth $2.11M as of Q1 2016.
Gupta Wealth Management bought 8,353 Toronto Dominion Bank shares in Q1 2016, an estimated $322K.
Toronto Dominion Bank made up 0.49% of Gupta Wealth Management's portfolio in Q1 2016, its #45 holding.
Gupta Wealth Management first reported a position in Toronto Dominion Bank in Q1 2015 and has held it in 5 quarters since.
444 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.