Ronald Blue & Co’s Toronto Dominion Bank TD Stock Holding History

Ronald Blue & Co’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	-7,326	Closed	-$288K	–	288
2015 Q3	$288K	Sell	7,326 -2,414	-25%	-$96.1K	0.02%	213
2015 Q2	$414K	Buy	9,740 +3,101	+47%	+$139K	0.02%	197
2015 Q1	$284K	Sell	6,639 -387	-6%	-$16.6K	0.01%	265
2014 Q4	$336K	Sell	7,026 -438	-6%	-$21.1K	0.02%	219
2014 Q3	$368K	Buy	7,464 +10	+0.1%	+$519	0.02%	197
2014 Q2	$383K	Buy	7,454 +25	+0.3%	+$1.21K	0.02%	195
2014 Q1	$349K	Sell	7,429 -37	-0.5%	-$1.67K	0.03%	190
2013 Q4	$352K	Buy	7,466 +22	+0.3%	+$1K	0.03%	190
2013 Q3	$334K	Buy	7,444 +7,144	+2,381%	+$304K	0.03%	178
2013 Q2	$12K	Buy	+300	New	+$12.1K	﹤0.01%	222

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

Ronald Blue & Co's TD Position: Q4 2015 in Review

Ronald Blue & Co sold out of Toronto Dominion Bank (TD) in Q4 2015, closing a stake of 7,326 shares — an estimated $288K sold.

Ronald Blue & Co first reported a position in TD in Q2 2013 and held it in 10 quarters. The position peaked at $414K in Q2 2015. 443 funds tracked by Wall St. Rank hold TD as of Q4 2015.

Ronald Blue & Co reported no remaining Toronto Dominion Bank position as of Q4 2015 after selling out during the quarter.
Ronald Blue & Co sold 7,326 Toronto Dominion Bank shares in Q4 2015, an estimated $288K.
Ronald Blue & Co first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 10 quarters.
Ronald Blue & Co's Toronto Dominion Bank position peaked at $414K in Q2 2015.
443 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.