Partnervest Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Partnervest Advisory Services’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 Q4	–	Sell	-9,700	Closed	-$382K	–	191
2015 Q3	$382K	Buy	9,700 +3,600	+59%	+$143K	0.22%	95
2015 Q2	$259K	Buy	+6,100	New	+$273K	0.13%	143
2014 Q3	–	Sell	-100	Closed	-$5K	–	717
2014 Q2	$5K	Hold	100	–	–	﹤0.01%	840
2014 Q1	$5K	Buy	+100	New	+$4.51K	﹤0.01%	808

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

BGC

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

Partnervest Advisory Services's TD Position: Q4 2015 in Review

Partnervest Advisory Services sold out of Toronto Dominion Bank (TD) in Q4 2015, closing a stake of 9,700 shares — an estimated $382K sold.

Partnervest Advisory Services first reported a position in TD in Q1 2014 and held it in 4 quarters. The position peaked at $382K in Q3 2015. 442 funds tracked by Wall St. Rank hold TD as of Q4 2015.

Partnervest Advisory Services reported no remaining Toronto Dominion Bank position as of Q4 2015 after selling out during the quarter.
Partnervest Advisory Services sold 9,700 Toronto Dominion Bank shares in Q4 2015, an estimated $382K.
Partnervest Advisory Services first reported a position in Toronto Dominion Bank in Q1 2014 and held it in 4 quarters.
Partnervest Advisory Services's Toronto Dominion Bank position peaked at $382K in Q3 2015.
442 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2015.

Based on Partnervest Advisory Services's 13F filing for Q4 2015, filed 12 Feb 2016.