Toronto Dominion Bank
LM

Toronto Dominion Bank’s Legg Mason, Inc. LM Stock Holding History

Toronto Dominion Bank’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,898
Closed -$64K – 1347
2016
Q3 		$64K Buy
+1,898
New +$63.2K ﹤0.01% 994
2016
Q2 		– Sell
-751
Closed -$26K – 1334
2016
Q1 		$26K Sell
751
-2,551
-77% -$80K ﹤0.01% 1043
2015
Q4 		$130K Sell
3,302
-191
-5% -$8.18K ﹤0.01% 831
2015
Q3 		$145K Buy
3,493
+802
+30% +$37.2K ﹤0.01% 799
2015
Q2 		$139K Sell
2,691
-36
-1% -$1.94K ﹤0.01% 861
2015
Q1 		$151K Sell
2,727
-1,416
-34% -$79.5K ﹤0.01% 823
2014
Q4 		$221K Buy
4,143
+2,219
+115% +$117K ﹤0.01% 781
2014
Q3 		$98K Sell
1,924
-16
-0.8% -$794 ﹤0.01% 752
2014
Q2 		$100K Buy
1,940
+267
+16% +$12.9K ﹤0.01% 871
2014
Q1 		$82K Sell
1,673
-21
-1% -$935 ﹤0.01% 877
2013
Q4 		$74K Buy
1,694
+1,257
+288% +$48.8K ﹤0.01% 870
2013
Q3 		$15K Hold
437
– – ﹤0.01% 696
2013
Q2 		$14K Buy
+437
New +$14.3K ﹤0.01% 711

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toronto Dominion Bank's LM Position: Q4 2016 in Review

Toronto Dominion Bank sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 1,898 shares — an estimated $64K sold.

Toronto Dominion Bank first reported a position in LM in Q2 2013 and held it in 13 quarters. The position peaked at $221K in Q4 2014. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • Toronto Dominion Bank reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • Toronto Dominion Bank sold 1,898 Legg Mason, Inc. shares in Q4 2016, an estimated $64K.
  • Toronto Dominion Bank first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 13 quarters.
  • Toronto Dominion Bank's Legg Mason, Inc. position peaked at $221K in Q4 2014.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Toronto Dominion Bank's 13F filing for Q4 2016, filed 6 Feb 2017.