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Lupo Securities’s Toronto Dominion Bank TD Stock Holding History

Lupo Securities’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
2015
Q2 		– Sell
-8,785
Closed -$393K – 376
2015
Q1 		$376K Buy
8,785
+2,435
+38% +$105K 0.59% 37
2014
Q4 		$303K Buy
+6,350
New +$306K 0.15% 55

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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 $14.8B AUM 15.12% 1-Year Est. Return

Lupo Securities's TD Position: Q2 2015 in Review

Lupo Securities sold out of Toronto Dominion Bank (TD) in Q2 2015, closing a stake of 8,785 shares — an estimated $393K sold.

Lupo Securities first reported a position in TD in Q4 2014 and held it in 2 quarters. The position peaked at $376K in Q1 2015. 449 funds tracked by Wall St. Rank hold TD as of Q2 2015.

  • Lupo Securities reported no remaining Toronto Dominion Bank position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 8,785 Toronto Dominion Bank shares in Q2 2015, an estimated $393K.
  • Lupo Securities first reported a position in Toronto Dominion Bank in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Toronto Dominion Bank position peaked at $376K in Q1 2015.
  • 449 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.