Peloton Wealth Strategists’s Toronto Dominion Bank TD Stock Holding History

Peloton Wealth Strategists’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	-27,700	Closed	-$1.09M	–	77
2015 Q3	$1.09M	Sell	27,700 -2,200	-7%	-$87.6K	0.95%	49
2015 Q2	$1.27M	Sell	29,900 -800	-3%	-$35.8K	1.01%	52
2015 Q1	$1.31M	Hold	30,700	–	–	1.02%	52
2014 Q4	$1.47M	Sell	30,700 -500	-2%	-$24.1K	1.12%	42
2014 Q3	$1.54M	Buy	+31,200	New	+$1.62M	1.21%	40
2014 Q2	–	Sell	-38,600	Closed	-$1.81M	–	91
2014 Q1	$1.81M	Buy	38,600 +300	+0.8%	+$13.5K	1.49%	30
2013 Q4	$1.8M	Sell	38,300 -200	-0.5%	-$9.1K	1.46%	34
2013 Q3	$1.73M	Sell	38,500 -49,900	-56%	-$2.12M	1.45%	34
2013 Q2	$3.36M	Buy	+88,400	New	+$3.56M	3.03%	3

Other funds holding TD

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Peloton Wealth Strategists's TD Position: Q4 2015 in Review

Peloton Wealth Strategists sold out of Toronto Dominion Bank (TD) in Q4 2015, closing a stake of 27,700 shares — an estimated $1.09M sold.

Peloton Wealth Strategists first reported a position in TD in Q2 2013 and held it in 9 quarters. The position peaked at $3.36M in Q2 2013. 443 funds tracked by Wall St. Rank hold TD as of Q4 2015.

Peloton Wealth Strategists reported no remaining Toronto Dominion Bank position as of Q4 2015 after selling out during the quarter.
Peloton Wealth Strategists sold 27,700 Toronto Dominion Bank shares in Q4 2015, an estimated $1.09M.
Peloton Wealth Strategists first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 9 quarters.
Peloton Wealth Strategists's Toronto Dominion Bank position peaked at $3.36M in Q2 2013.
443 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2015.

Based on Peloton Wealth Strategists's 13F filing for Q4 2015, filed 4 Feb 2016.