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Paradigm Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-800
Closed -$38K – 206
2014
Q1 		$38K Hold
800
– – 0.04% 133
2013
Q4 		$38K Buy
+800
New +$36.4K 0.04% 155

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Paradigm Financial Advisors's TD Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Toronto Dominion Bank (TD) in Q2 2014, closing a stake of 800 shares — an estimated $38K sold.

Paradigm Financial Advisors first reported a position in TD in Q4 2013 and held it in 2 quarters. The position peaked at $38K in Q1 2014. 423 funds tracked by Wall St. Rank hold TD as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Toronto Dominion Bank position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 800 Toronto Dominion Bank shares in Q2 2014, an estimated $38K.
  • Paradigm Financial Advisors first reported a position in Toronto Dominion Bank in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Toronto Dominion Bank position peaked at $38K in Q1 2014.
  • 423 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.