Klingman & Associates’s Toronto Dominion Bank TD Stock Holding History

Klingman & Associates’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	-802	Closed	-$36K	–	287
2016 Q3	$36K	Hold	802	–	–	0.01%	210
2016 Q2	$34K	Hold	802	–	–	0.01%	219
2016 Q1	$35K	Hold	802	–	–	0.01%	217
2015 Q4	$31K	Buy	+802	New	+$32.5K	0.01%	237
2015 Q1	–	Sell	-400	Closed	-$19K	–	384
2014 Q4	$19K	Buy	+400	New	+$19.3K	0.01%	245

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Klingman & Associates's TD Position: Q4 2016 in Review

Klingman & Associates sold out of Toronto Dominion Bank (TD) in Q4 2016, closing a stake of 802 shares — an estimated $36K sold.

Klingman & Associates first reported a position in TD in Q4 2014 and held it in 5 quarters. The position peaked at $36K in Q3 2016. 493 funds tracked by Wall St. Rank hold TD as of Q4 2016.

Klingman & Associates reported no remaining Toronto Dominion Bank position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 802 Toronto Dominion Bank shares in Q4 2016, an estimated $36K.
Klingman & Associates first reported a position in Toronto Dominion Bank in Q4 2014 and held it in 5 quarters.
Klingman & Associates's Toronto Dominion Bank position peaked at $36K in Q3 2016.
493 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.