Optimum Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Optimum Investment Advisors’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 Q1	–	Sell	-200	Closed	-$10K	–	993
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	840
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	765
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	773
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	611
2013 Q4	$9K	Hold	200	–	–	﹤0.01%	623
2013 Q3	$9K	Buy	+200	New	+$8.5K	﹤0.01%	592

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $13.6B AUM 17.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Optimum Investment Advisors's TD Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Toronto Dominion Bank (TD) in Q1 2015, closing a stake of 200 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in TD in Q3 2013 and held it in 6 quarters. The position peaked at $10K in Q4 2014. 440 funds tracked by Wall St. Rank hold TD as of Q1 2015.

Optimum Investment Advisors reported no remaining Toronto Dominion Bank position as of Q1 2015 after selling out during the quarter.
Optimum Investment Advisors sold 200 Toronto Dominion Bank shares in Q1 2015, an estimated $10K.
Optimum Investment Advisors first reported a position in Toronto Dominion Bank in Q3 2013 and held it in 6 quarters.
Optimum Investment Advisors's Toronto Dominion Bank position peaked at $10K in Q4 2014.
440 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.