Joel Isaacson & Co’s Toronto Dominion Bank TD Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-1,185	Closed	-$58K	–	487
2016 Q4	$58K	Hold	1,185	–	–	0.01%	287
2016 Q3	$53K	Sell	1,185 -320	-21%	-$14K	0.01%	313
2016 Q2	$65K	Buy	1,505 +320	+27%	+$13.9K	0.01%	291
2016 Q1	$51K	Hold	1,185	–	–	0.01%	328
2015 Q4	$46K	Hold	1,185	–	–	0.01%	341
2015 Q3	$47K	Hold	1,185	–	–	0.01%	349
2015 Q2	$50K	Buy	1,185 +185	+19%	+$8.28K	0.01%	360
2015 Q1	$43K	Sell	1,000 -46	-4%	-$1.98K	0.01%	379
2014 Q4	$50K	Hold	1,046	–	–	0.01%	323
2014 Q3	$52K	Buy	1,046 +46	+5%	+$2.39K	0.02%	297
2014 Q2	$51K	Hold	1,000	–	–	0.02%	303
2014 Q1	$47K	Hold	1,000	–	–	0.02%	309
2013 Q4	$47K	Hold	1,000	–	–	0.02%	277
2013 Q3	$45K	Hold	1,000	–	–	0.02%	274
2013 Q2	$40K	Buy	+1,000	New	+$40.3K	0.02%	253

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

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

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

Joel Isaacson & Co's TD Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Toronto Dominion Bank (TD) in Q1 2017, closing a stake of 1,185 shares — an estimated $58K sold.

Joel Isaacson & Co first reported a position in TD in Q2 2013 and held it in 15 quarters. The position peaked at $65K in Q2 2016. 509 funds tracked by Wall St. Rank hold TD as of Q1 2017.

Joel Isaacson & Co reported no remaining Toronto Dominion Bank position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,185 Toronto Dominion Bank shares in Q1 2017, an estimated $58K.
Joel Isaacson & Co first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Toronto Dominion Bank position peaked at $65K in Q2 2016.
509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.