Rothschild & Co Asset Management US’s Toronto Dominion Bank TD Stock Holding History

Rothschild & Co Asset Management US’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 Q3	–	Sell	-44,231	Closed	-$2.88M	–	535
2017 Q2	$2.88M	Buy	44,231 +1,058	+2%	+$51K	0.03%	310
2017 Q1	$2.88M	Buy	43,173 +15,639	+57%	+$799K	0.03%	302
2016 Q4	$1.82M	Buy	+27,534	New	+$1.29M	0.02%	342
2016 Q3	–	Sell	-28,901	Closed	-$1.6M	–	576
2016 Q2	$1.6M	Buy	+28,901	New	+$1.26M	0.03%	331

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

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

BGC

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Rothschild & Co Asset Management US's TD Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Toronto Dominion Bank (TD) in Q3 2017, closing a stake of 44,231 shares — an estimated $2.88M sold.

Rothschild & Co Asset Management US first reported a position in TD in Q2 2016 and held it in 4 quarters. The position peaked at $2.88M in Q2 2017. 521 funds tracked by Wall St. Rank hold TD as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Toronto Dominion Bank position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 44,231 Toronto Dominion Bank shares in Q3 2017, an estimated $2.88M.
Rothschild & Co Asset Management US first reported a position in Toronto Dominion Bank in Q2 2016 and held it in 4 quarters.
Rothschild & Co Asset Management US's Toronto Dominion Bank position peaked at $2.88M in Q2 2017.
521 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.