MU Investments Company’s Toronto Dominion Bank TD Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-350	Closed	-$20K	–	133
2017 Q4	$20K	Hold	350	–	–	0.01%	143
2017 Q3	$20K	Sell	350 -200	-36%	-$10.5K	0.02%	152
2017 Q2	$28K	Hold	550	–	–	0.02%	159
2017 Q1	$27K	Sell	550 -100	-15%	-$5.11K	0.02%	169
2016 Q4	$32K	Sell	650 -440	-40%	-$20.6K	0.02%	168
2016 Q3	$48K	Sell	1,090 -1,250	-53%	-$54.8K	0.04%	168
2016 Q2	$100K	Sell	2,340 -1,500	-39%	-$65.3K	0.07%	167
2016 Q1	$166K	Hold	3,840	–	–	0.1%	151
2015 Q4	$153K	Sell	3,840 -3,580	-48%	-$145K	0.09%	177
2015 Q3	$284K	Hold	7,420	–	–	0.15%	125
2015 Q2	$317K	Sell	7,420 -500	-6%	-$22.4K	0.15%	137
2015 Q1	$333K	Sell	7,920 -1,400	-15%	-$60.2K	0.15%	128
2014 Q4	$443K	Sell	9,320 -800	-8%	-$38.6K	0.19%	94
2014 Q3	$498K	Buy	10,120 +3,060	+43%	+$159K	0.25%	77
2014 Q2	$363K	Sell	7,060 -800	-10%	-$38.8K	0.17%	133
2014 Q1	$366K	Sell	7,860 -740	-9%	-$33.4K	0.17%	138
2013 Q4	$398K	Sell	8,600 -320	-4%	-$14.6K	0.17%	154
2013 Q3	$401K	Sell	8,920 -2,200	-20%	-$93.5K	0.19%	146
2013 Q2	$445K	Buy	+11,120	New	+$448K	0.19%	176

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFL

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

BGC

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

MU Investments Company's TD Position: Q1 2018 in Review

MU Investments Company sold out of Toronto Dominion Bank (TD) in Q1 2018, closing a stake of 350 shares — an estimated $20K sold.

MU Investments Company first reported a position in TD in Q2 2013 and held it in 19 quarters. The position peaked at $498K in Q3 2014. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

MU Investments Company reported no remaining Toronto Dominion Bank position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 350 Toronto Dominion Bank shares in Q1 2018, an estimated $20K.
MU Investments Company first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 19 quarters.
MU Investments Company's Toronto Dominion Bank position peaked at $498K in Q3 2014.
617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.