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Lebenthal Holdings’s Toronto Dominion Bank TD Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-4,772
Closed -$206K – 389
2016
Q1 		$206K Buy
+4,772
New +$184K 0.04% 324
2015
Q3 		– Sell
-8,320
Closed -$340K – 333
2015
Q2 		$340K Buy
+8,320
New +$373K 0.07% 246

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Lebenthal Holdings's TD Position: Q2 2016 in Review

Lebenthal Holdings sold out of Toronto Dominion Bank (TD) in Q2 2016, closing a stake of 4,772 shares — an estimated $206K sold.

Lebenthal Holdings first reported a position in TD in Q2 2015 and held it in 2 quarters. The position peaked at $340K in Q2 2015. 452 funds tracked by Wall St. Rank hold TD as of Q2 2016.

  • Lebenthal Holdings reported no remaining Toronto Dominion Bank position as of Q2 2016 after selling out during the quarter.
  • Lebenthal Holdings sold 4,772 Toronto Dominion Bank shares in Q2 2016, an estimated $206K.
  • Lebenthal Holdings first reported a position in Toronto Dominion Bank in Q2 2015 and held it in 2 quarters.
  • Lebenthal Holdings's Toronto Dominion Bank position peaked at $340K in Q2 2015.
  • 452 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.