Middleton & Co’s Toronto Dominion Bank TD Stock Holding History

Middleton & Co’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
2014 Q1	–	Sell	-13,400	Closed	-$316K	–	153
2013 Q4	$316K	Buy	13,400 +6,700	+100%	+$305K	0.08%	117
2013 Q3	$301K	Sell	6,700 -700	-9%	-$29.7K	0.08%	127
2013 Q2	$297K	Buy	+7,400	New	+$298K	0.09%	120

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

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

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

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

IGIM

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

Middleton & Co's TD Position: Q1 2014 in Review

Middleton & Co sold out of Toronto Dominion Bank (TD) in Q1 2014, closing a stake of 13,400 shares — an estimated $316K sold.

Middleton & Co first reported a position in TD in Q2 2013 and held it in 3 quarters. The position peaked at $316K in Q4 2013. 415 funds tracked by Wall St. Rank hold TD as of Q1 2014.

Middleton & Co reported no remaining Toronto Dominion Bank position as of Q1 2014 after selling out during the quarter.
Middleton & Co sold 13,400 Toronto Dominion Bank shares in Q1 2014, an estimated $316K.
Middleton & Co first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 3 quarters.
Middleton & Co's Toronto Dominion Bank position peaked at $316K in Q4 2013.
415 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2014.

Based on Middleton & Co's 13F filing for Q1 2014, filed 22 Apr 2014.