Progressive Investment Management’s Toronto Dominion Bank TD Stock Holding History

Progressive Investment 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 Q3	–	Sell	-9,803	Closed	-$421K	–	58
2016 Q2	$421K	Buy	9,803 +342	+4%	+$14.9K	0.41%	51
2016 Q1	$408K	Hold	9,461	–	–	0.41%	50
2015 Q4	$371K	Hold	9,461	–	–	0.4%	58
2015 Q3	$373K	Sell	9,461 -342	-3%	-$13.6K	0.43%	56
2015 Q2	$417K	Sell	9,803 -1,148	-10%	-$51.4K	0.46%	58
2015 Q1	$469K	Sell	10,951 -9,478	-46%	-$407K	1.62%	35
2014 Q4	$976K	Sell	20,429 -176,706	-90%	-$8.52M	0.34%	42
2014 Q3	$9.73M	Hold	197,135	–	–	3.37%	6
2014 Q2	$10.2M	Buy	197,135 +177,613	+910%	+$8.62M	3.28%	3
2014 Q1	$917K	Buy	19,522 +1,590	+9%	+$71.7K	0.29%	43
2013 Q4	$845K	Buy	17,932 +192	+1%	+$8.74K	0.29%	44
2013 Q3	$798K	Sell	17,740 -532	-3%	-$22.6K	0.3%	44
2013 Q2	$734K	Buy	+18,272	New	+$736K	0.28%	43

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

BGC

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

IGIM

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

Progressive Investment Management's TD Position: Q3 2016 in Review

Progressive Investment Management sold out of Toronto Dominion Bank (TD) in Q3 2016, closing a stake of 9,803 shares — an estimated $421K sold.

Progressive Investment Management first reported a position in TD in Q2 2013 and held it in 13 quarters. The position peaked at $10.2M in Q2 2014. 444 funds tracked by Wall St. Rank hold TD as of Q3 2016.

Progressive Investment Management reported no remaining Toronto Dominion Bank position as of Q3 2016 after selling out during the quarter.
Progressive Investment Management sold 9,803 Toronto Dominion Bank shares in Q3 2016, an estimated $421K.
Progressive Investment Management first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 13 quarters.
Progressive Investment Management's Toronto Dominion Bank position peaked at $10.2M in Q2 2014.
444 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2016.

Based on Progressive Investment Management's 13F filing for Q3 2016, filed 7 Nov 2016.