Merit Investment Management’s Toronto Dominion Bank TD Stock Holding History

Merit Investment 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
2013 Q4	$301K	Buy	+12,778	New	+$581K	0.34%	33
2013 Q3	–	Sell	-123,884	Closed	-$4.98M	–	54
2013 Q2	$4.98M	Buy	+123,884	New	+$4.99M	4.51%	5

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

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

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

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

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

JFL

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

BGC

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Merit Investment Management's TD Position: Q4 2013 in Review

Merit Investment Management opened a new position in Toronto Dominion Bank (TD) in Q4 2013: 12,778 shares worth $301K. The stake represents 0.34% of the portfolio and ranks #33 among its holdings. This is a return to the name: Merit Investment Management previously reported a position in TD as recently as Q2 2013.

Merit Investment Management first reported a position in TD in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.98M in Q2 2013. 399 funds tracked by Wall St. Rank hold TD as of Q4 2013.

Merit Investment Management held 12,778 shares of Toronto Dominion Bank worth $301K as of Q4 2013.
Toronto Dominion Bank was a new Merit Investment Management position in Q4 2013.
Toronto Dominion Bank made up 0.34% of Merit Investment Management's portfolio in Q4 2013, its #33 holding.
Merit Investment Management first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 2 quarters since.
Merit Investment Management's Toronto Dominion Bank position peaked at $4.98M in Q2 2013.
399 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.