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

LBA 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
2017 Q1	$24K	Buy	484 +86	+22%	+$4.39K	0.01%	258
2016 Q4	$20K	Buy	+398	New	+$18.6K	0.01%	266
2015 Q1	–	Sell	-175	Closed	-$8K	–	317
2014 Q4	$8K	Sell	175 -2,100	-92%	-$101K	0.01%	240
2014 Q3	$112K	Buy	+2,275	New	+$118K	0.08%	131

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

JFL

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

LBA Wealth Management's TD Position: Q1 2017 in Review

LBA Wealth Management increased its Toronto Dominion Bank (TD) stake by 22% in Q1 2017, buying an estimated $4.39K and bringing the position to 484 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #258.

LBA Wealth Management first reported a position in TD in Q3 2014 and has held it in 4 quarters since. The position peaked at $112K in Q3 2014. 509 funds tracked by Wall St. Rank hold TD as of Q1 2017.

LBA Wealth Management held 484 shares of Toronto Dominion Bank worth $24K as of Q1 2017.
LBA Wealth Management bought 86 Toronto Dominion Bank shares in Q1 2017, an estimated $4.39K.
Toronto Dominion Bank made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #258 holding.
LBA Wealth Management first reported a position in Toronto Dominion Bank in Q3 2014 and has held it in 4 quarters since.
LBA Wealth Management's Toronto Dominion Bank position peaked at $112K in Q3 2014.
509 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.