Integrated Wealth Management (Palm Desert)’s Toronto Dominion Bank TD Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-1,181	Closed	-$52K	–	911
2016 Q3	$52K	Sell	1,181 -54	-4%	-$2.37K	0.02%	402
2016 Q2	$53K	Buy	1,235 +1,170	+1,800%	+$50.9K	0.02%	392
2016 Q1	$3K	Hold	65	–	–	﹤0.01%	953
2015 Q4	$3K	Buy	+65	New	+$2.63K	﹤0.01%	1039

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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JFL

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

Integrated Wealth Management (Palm Desert)'s TD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Toronto Dominion Bank (TD) in Q4 2016, closing a stake of 1,181 shares — an estimated $52K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TD in Q4 2015 and held it in 4 quarters. The position peaked at $53K in Q2 2016. 493 funds tracked by Wall St. Rank hold TD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Toronto Dominion Bank position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,181 Toronto Dominion Bank shares in Q4 2016, an estimated $52K.
Integrated Wealth Management (Palm Desert) first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Toronto Dominion Bank position peaked at $53K in Q2 2016.
493 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.