Lowe Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Lowe Wealth Advisors’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	-41	Closed	-$2K	–	251
2016 Q3	$2K	Hold	41	–	–	﹤0.01%	206
2016 Q2	$2K	Buy	+41	New	+$1.78K	﹤0.01%	206

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

Lowe Wealth Advisors's TD Position: Q4 2016 in Review

Lowe Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2016, closing a stake of 41 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in TD in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 493 funds tracked by Wall St. Rank hold TD as of Q4 2016.

Lowe Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 41 Toronto Dominion Bank shares in Q4 2016, an estimated $2K.
Lowe Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2016 and held it in 2 quarters.
Lowe Wealth Advisors's Toronto Dominion Bank position peaked at $2K in Q3 2016.
493 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2016.

Based on Lowe Wealth Advisors's 13F filing for Q4 2016, filed 20 Jan 2017.