Old Mutual Customised Solutions’s Toronto Dominion Bank TD Stock Holding History

Old Mutual Customised Solutions’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 Q2	$6.55M	Buy	113,250 +1,700	+2%	+$97.3K	0.65%	28
2018 Q1	$6.28M	Hold	111,550	–	–	0.64%	27
2017 Q4	$6.56M	Buy	111,550 +36,500	+49%	+$2.09M	0.67%	23
2017 Q3	$4.22M	Buy	75,050 +3,800	+5%	+$200K	0.57%	38
2017 Q2	$3.57M	Sell	71,250 -1,000	-1%	-$48.2K	0.53%	39
2017 Q1	$3.61M	Buy	72,250 +7,750	+12%	+$396K	0.56%	35
2016 Q4	$3.19M	Buy	64,500 +17,800	+38%	+$832K	0.58%	29
2016 Q3	$2.07M	Sell	46,700 -7,200	-13%	-$316K	0.59%	30
2016 Q2	$2.3M	Hold	53,900	–	–	0.58%	35
2016 Q1	$2.34M	Hold	53,900	–	–	0.61%	32
2015 Q4	$2.1M	Hold	53,900	–	–	0.53%	37
2015 Q3	$2.12M	Sell	53,900 -3,500	-6%	-$139K	0.57%	34
2015 Q2	$2.44M	Buy	57,400 +3,400	+6%	+$152K	0.58%	32
2015 Q1	$2.31M	Buy	54,000 +22,000	+69%	+$945K	0.56%	33
2014 Q4	$1.78M	Buy	32,000 +3,300	+11%	+$159K	0.51%	31
2014 Q3	$1.42M	Sell	28,700 -4,900	-15%	-$254K	0.4%	39
2014 Q2	$1.73M	Sell	33,600 -1,100	-3%	-$53.4K	0.42%	39
2014 Q1	$1.63M	Buy	34,700 +4,700	+16%	+$212K	0.41%	38
2013 Q4	$1.41M	Hold	30,000	–	–	0.37%	49
2013 Q3	$1.35M	Buy	30,000 +5,600	+23%	+$238K	0.38%	43
2013 Q2	$977K	Buy	+24,400	New	+$983K	0.28%	62

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

BGC

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

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

Old Mutual Customised Solutions's TD Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Toronto Dominion Bank (TD) stake by 1.5% in Q2 2018, buying an estimated $97.3K and bringing the position to 113,250 shares worth $6.55M. The position accounts for 0.65% of the portfolio, ranked #28.

Old Mutual Customised Solutions first reported a position in TD in Q2 2013 and has held it in 21 quarters since. The position peaked at $6.56M in Q4 2017. 612 funds tracked by Wall St. Rank hold TD as of Q2 2018.

Old Mutual Customised Solutions held 113,250 shares of Toronto Dominion Bank worth $6.55M as of Q2 2018.
Old Mutual Customised Solutions bought 1,700 Toronto Dominion Bank shares in Q2 2018, an estimated $97.3K.
Toronto Dominion Bank made up 0.65% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #28 holding.
Old Mutual Customised Solutions first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Toronto Dominion Bank position peaked at $6.56M in Q4 2017.
612 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.