PacWest Financial Management’s Toronto Dominion Bank TD Stock Holding History

PacWest Financial 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
2016 Q1	–	Sell	-7,220	Closed	-$283K	–	87
2015 Q4	$283K	Sell	7,220 -150	-2%	-$6.07K	0.19%	78
2015 Q3	$291K	Buy	7,370 +220	+3%	+$8.76K	0.22%	75
2015 Q2	$306K	Hold	7,150	–	–	0.22%	78
2015 Q1	$306K	Buy	7,150 +125	+2%	+$5.37K	0.22%	77
2014 Q4	$336K	Buy	7,025 +995	+17%	+$48K	0.24%	77
2014 Q3	$298K	Hold	6,030	–	–	0.22%	76
2014 Q2	$310K	Hold	6,030	–	–	0.23%	77
2014 Q1	$283K	Buy	6,030 +600	+11%	+$27K	0.22%	79
2013 Q4	$256K	Buy	5,430 +40	+0.7%	+$1.82K	0.08%	84
2013 Q3	$242K	Buy	5,390 +400	+8%	+$17K	0.21%	83
2013 Q2	$201K	Buy	+4,990	New	+$201K	0.19%	83

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

PacWest Financial Management's TD Position: Q1 2016 in Review

PacWest Financial Management sold out of Toronto Dominion Bank (TD) in Q1 2016, closing a stake of 7,220 shares — an estimated $283K sold.

PacWest Financial Management first reported a position in TD in Q2 2013 and held it in 11 quarters. The position peaked at $336K in Q4 2014. 444 funds tracked by Wall St. Rank hold TD as of Q1 2016.

PacWest Financial Management reported no remaining Toronto Dominion Bank position as of Q1 2016 after selling out during the quarter.
PacWest Financial Management sold 7,220 Toronto Dominion Bank shares in Q1 2016, an estimated $283K.
PacWest Financial Management first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 11 quarters.
PacWest Financial Management's Toronto Dominion Bank position peaked at $336K in Q4 2014.
444 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2016.

Based on PacWest Financial Management's 13F filing for Q1 2016, filed 25 Apr 2016.