Rothschild Investment LLC’s Toronto Dominion Bank TD Stock Holding History

Rothschild Investment LLC’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 Q3	–	Sell	-15,900	Closed	-$676K	–	512
2015 Q2	$676K	Hold	15,900	–	–	0.08%	257
2015 Q1	$681K	Hold	15,900	–	–	0.08%	246
2014 Q4	$760K	Hold	15,900	–	–	0.09%	222
2014 Q3	$785K	Hold	15,900	–	–	0.1%	217
2014 Q2	$817K	Sell	15,900 -1,200	-7%	-$58.2K	0.1%	194
2014 Q1	$803K	Hold	17,100	–	–	0.11%	196
2013 Q4	$806K	Sell	17,100 -200	-1%	-$9.1K	0.11%	195
2013 Q3	$778K	Sell	17,300 -350	-2%	-$14.9K	0.11%	179
2013 Q2	$709K	Buy	+17,650	New	+$711K	0.12%	176

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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 $14.8B AUM 15.12% 1-Year Est. Return

Rothschild Investment LLC's TD Position: Q3 2015 in Review

Rothschild Investment LLC sold out of Toronto Dominion Bank (TD) in Q3 2015, closing a stake of 15,900 shares — an estimated $676K sold.

Rothschild Investment LLC first reported a position in TD in Q2 2013 and held it in 9 quarters. The position peaked at $817K in Q2 2014. 437 funds tracked by Wall St. Rank hold TD as of Q3 2015.

Rothschild Investment LLC reported no remaining Toronto Dominion Bank position as of Q3 2015 after selling out during the quarter.
Rothschild Investment LLC sold 15,900 Toronto Dominion Bank shares in Q3 2015, an estimated $676K.
Rothschild Investment LLC first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 9 quarters.
Rothschild Investment LLC's Toronto Dominion Bank position peaked at $817K in Q2 2014.
437 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2015.

Based on Rothschild Investment LLC's 13F filing for Q3 2015, filed 19 Oct 2015.