Sterne Agee Group’s Toronto Dominion Bank TD Stock Holding History

Sterne Agee Group’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 Q1	$449K	Sell	10,647 -853	-7%	-$36.7K	0.07%	282
2014 Q4	$549K	Buy	+11,500	New	+$555K	0.09%	247
2013 Q4	–	Sell	-5,668	Closed	-$255K	–	277
2013 Q3	$255K	Sell	5,668 -2,382	-30%	-$101K	0.1%	208
2013 Q2	$323K	Buy	+8,050	New	+$324K	0.11%	173

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $13.6B AUM 17.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Sterne Agee Group's TD Position: Q1 2015 in Review

Sterne Agee Group reduced its Toronto Dominion Bank (TD) stake by 7.4% in Q1 2015, selling an estimated $36.7K and leaving 10,647 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #282.

Sterne Agee Group first reported a position in TD in Q2 2013 and has held it in 4 quarters since. The position peaked at $549K in Q4 2014. 440 funds tracked by Wall St. Rank hold TD as of Q1 2015.

Sterne Agee Group held 10,647 shares of Toronto Dominion Bank worth $449K as of Q1 2015.
Sterne Agee Group sold 853 Toronto Dominion Bank shares in Q1 2015, an estimated $36.7K.
Toronto Dominion Bank made up 0.07% of Sterne Agee Group's portfolio in Q1 2015, its #282 holding.
Sterne Agee Group first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 4 quarters since.
Sterne Agee Group's Toronto Dominion Bank position peaked at $549K in Q4 2014.
440 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.