TD Asset Management
IVAN

TD Asset Management’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

TD Asset Management’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,943
Closed -$5K – 1378
2014
Q2 		$5K Hold
1,943
– – ﹤0.01% 1284
2014
Q1 		$7K Hold
1,943
– – ﹤0.01% 1290
2013
Q4 		$8K Hold
1,943
– – ﹤0.01% 1289
2013
Q3 		$11K Buy
+1,943
New +$11.2K ﹤0.01% 1254

Other funds holding IVAN

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management's IVAN Position: Q3 2014 in Review

TD Asset Management sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q3 2014, closing a stake of 1,943 shares — an estimated $5K sold.

TD Asset Management first reported a position in IVAN in Q3 2013 and held it in 4 quarters. The position peaked at $11K in Q3 2013. 18 funds tracked by Wall St. Rank hold IVAN as of Q3 2014.

  • TD Asset Management reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q3 2014 after selling out during the quarter.
  • TD Asset Management sold 1,943 IVANHOE ENERGY INC COM SHS (CDA) shares in Q3 2014, an estimated $5K.
  • TD Asset Management first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q3 2013 and held it in 4 quarters.
  • TD Asset Management's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $11K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q3 2014.

Based on TD Asset Management's 13F filing for Q3 2014, filed 6 Nov 2014.