Stockman Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Stockman Wealth Management’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
2016 Q2	–	Sell	-5,350	Closed	-$231K	–	71
2016 Q1	$231K	Buy	5,350 +200	+4%	+$7.72K	0.18%	68
2015 Q4	$202K	Sell	5,150 -400	-7%	-$16.2K	0.16%	76
2015 Q3	$219K	Buy	5,550 +400	+8%	+$15.9K	0.19%	77
2015 Q2	$219K	Sell	5,150 -650	-11%	-$29.1K	0.19%	74
2015 Q1	$249K	Buy	+5,800	New	+$249K	0.21%	74

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BGC

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

Stockman Wealth Management's TD Position: Q2 2016 in Review

Stockman Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2016, closing a stake of 5,350 shares — an estimated $231K sold.

Stockman Wealth Management first reported a position in TD in Q1 2015 and held it in 5 quarters. The position peaked at $249K in Q1 2015. 452 funds tracked by Wall St. Rank hold TD as of Q2 2016.

Stockman Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2016 after selling out during the quarter.
Stockman Wealth Management sold 5,350 Toronto Dominion Bank shares in Q2 2016, an estimated $231K.
Stockman Wealth Management first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 5 quarters.
Stockman Wealth Management's Toronto Dominion Bank position peaked at $249K in Q1 2015.
452 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2016.

Based on Stockman Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.