PWM
TD icon

ParenteBeard Wealth Management’s Toronto Dominion Bank TD Stock Holding History

ParenteBeard Wealth 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
2014
Q3 		– Sell
-4,000
Closed -$206K – 123
2014
Q2 		$206K Buy
+4,000
New +$194K 0.09% 101

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

ParenteBeard Wealth Management's TD Position: Q3 2014 in Review

ParenteBeard Wealth Management sold out of Toronto Dominion Bank (TD) in Q3 2014, closing a stake of 4,000 shares — an estimated $206K sold.

ParenteBeard Wealth Management first reported a position in TD in Q2 2014 and held it in 1 quarter. The position peaked at $206K in Q2 2014. 430 funds tracked by Wall St. Rank hold TD as of Q3 2014.

  • ParenteBeard Wealth Management reported no remaining Toronto Dominion Bank position as of Q3 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 4,000 Toronto Dominion Bank shares in Q3 2014, an estimated $206K.
  • ParenteBeard Wealth Management first reported a position in Toronto Dominion Bank in Q2 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Toronto Dominion Bank position peaked at $206K in Q2 2014.
  • 430 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q3 2014, filed 17 Oct 2014.