Rockefeller Financial Services’s Toronto Dominion Bank TD Stock Holding History

Rockefeller Financial 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
2017 Q4	$1.54M	Sell	26,310 -1,538	-6%	-$87.9K	0.02%	204
2017 Q3	$1.57M	Sell	27,848 -1,215	-4%	-$63.8K	0.03%	170
2017 Q2	$1.46M	Sell	29,063 -7,410	-20%	-$357K	0.03%	156
2017 Q1	$1.83M	Buy	36,473 +27,670	+314%	+$1.41M	0.04%	148
2016 Q4	$434K	Hold	8,803	–	–	0.01%	266
2016 Q3	$391K	Hold	8,803	–	–	0.01%	261
2016 Q2	$378K	Hold	8,803	–	–	0.01%	274
2016 Q1	$380K	Hold	8,803	–	–	0.01%	275
2015 Q4	$345K	Hold	8,803	–	–	0.01%	292
2015 Q3	$347K	Hold	8,803	–	–	0.01%	285
2015 Q2	$374K	Sell	8,803 -11,768	-57%	-$527K	0.01%	268
2015 Q1	$881K	Sell	20,571 -2,050,041	-99%	-$88.1M	0.02%	209
2014 Q4	$98.9M	Sell	2,070,612 -35,835	-2%	-$1.73M	2.17%	14
2014 Q3	$104M	Sell	2,106,447 -574	-0%	-$29.8K	2.32%	8
2014 Q2	$108M	Buy	2,107,021 +619,583	+42%	+$30.1M	2.43%	4
2014 Q1	$69.8M	Buy	1,487,438 +46,510	+3%	+$2.1M	1.51%	16
2013 Q4	$67.9M	Buy	1,440,928 +577,296	+67%	+$26.3M	1.47%	17
2013 Q3	$38.9M	Buy	863,632 +39,604	+5%	+$1.68M	0.9%	42
2013 Q2	$33.1M	Buy	+824,028	New	+$33.2M	0.79%	45

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGC

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Rockefeller Financial Services's TD Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Toronto Dominion Bank (TD) stake by 5.5% in Q4 2017, selling an estimated $87.9K and leaving 26,310 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #204.

Rockefeller Financial Services first reported a position in TD in Q2 2013 and has held it in 19 quarters since. The position peaked at $108M in Q2 2014. 587 funds tracked by Wall St. Rank hold TD as of Q4 2017.

Rockefeller Financial Services held 26,310 shares of Toronto Dominion Bank worth $1.54M as of Q4 2017.
Rockefeller Financial Services sold 1,538 Toronto Dominion Bank shares in Q4 2017, an estimated $87.9K.
Toronto Dominion Bank made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #204 holding.
Rockefeller Financial Services first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Toronto Dominion Bank position peaked at $108M in Q2 2014.
587 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.