Independent Portfolio Consultants’s Toronto Dominion Bank TD Stock Holding History

Independent Portfolio Consultants’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	$48K	Sell	950 -45	-5%	-$2.17K	0.02%	520
2017 Q1	$50K	Sell	995 -475	-32%	-$24.3K	0.02%	557
2016 Q4	$73K	Sell	1,470 -150	-9%	-$7.01K	0.02%	494
2016 Q3	$72K	Buy	+1,620	New	+$71K	0.02%	487
2015 Q2	–	Sell	-3,260	Closed	-$140K	–	1022
2015 Q1	$140K	Sell	3,260 -275	-8%	-$11.8K	0.03%	427
2014 Q4	$169K	Sell	3,535 -4,505	-56%	-$217K	0.03%	405
2014 Q3	$397K	Sell	8,040 -350	-4%	-$18.2K	0.11%	307
2014 Q2	$431K	Sell	8,390 -635	-7%	-$30.8K	0.12%	280
2014 Q1	$423K	Sell	9,025 -3,215	-26%	-$145K	0.13%	287
2013 Q4	$577K	Sell	12,240 -760	-6%	-$34.6K	0.2%	172
2013 Q3	$585K	Sell	13,000 -90	-0.7%	-$3.83K	0.23%	156
2013 Q2	$526K	Buy	+13,090	New	+$527K	0.24%	167

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

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

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

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

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

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) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Independent Portfolio Consultants's TD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Toronto Dominion Bank (TD) stake by 4.5% in Q2 2017, selling an estimated $2.17K and leaving 950 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #520.

Independent Portfolio Consultants first reported a position in TD in Q2 2013 and has held it in 12 quarters since. The position peaked at $585K in Q3 2013. 498 funds tracked by Wall St. Rank hold TD as of Q2 2017.

Independent Portfolio Consultants held 950 shares of Toronto Dominion Bank worth $48K as of Q2 2017.
Independent Portfolio Consultants sold 45 Toronto Dominion Bank shares in Q2 2017, an estimated $2.17K.
Toronto Dominion Bank made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #520 holding.
Independent Portfolio Consultants first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 12 quarters since.
Independent Portfolio Consultants's Toronto Dominion Bank position peaked at $585K in Q3 2013.
498 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.