Toronto Dominion Bank
PEO

Toronto Dominion Bank’s Adams Natural Resources Fund PEO Stock Holding History

Toronto Dominion Bank’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-74
Closed -$1K – 1249
2017
Q1 		$1K Hold
74
– – ﹤0.01% 1178
2016
Q4 		$1K Buy
74
+2
+3% +$38 ﹤0.01% 1196
2016
Q3 		$1K Hold
72
– – ﹤0.01% 1178
2016
Q2 		$1K Buy
+72
New +$1.32K ﹤0.01% 1167

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Toronto Dominion Bank's PEO Position: Q2 2017 in Review

Toronto Dominion Bank sold out of Adams Natural Resources Fund (PEO) in Q2 2017, closing a stake of 74 shares — an estimated $1K sold.

Toronto Dominion Bank first reported a position in PEO in Q2 2016 and held it in 4 quarters. The position peaked at $1K in Q1 2017. 55 funds tracked by Wall St. Rank hold PEO as of Q2 2017.

  • Toronto Dominion Bank reported no remaining Adams Natural Resources Fund position as of Q2 2017 after selling out during the quarter.
  • Toronto Dominion Bank sold 74 Adams Natural Resources Fund shares in Q2 2017, an estimated $1K.
  • Toronto Dominion Bank first reported a position in Adams Natural Resources Fund in Q2 2016 and held it in 4 quarters.
  • Toronto Dominion Bank's Adams Natural Resources Fund position peaked at $1K in Q1 2017.
  • 55 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2017.

Based on Toronto Dominion Bank's 13F filing for Q2 2017, filed 18 Aug 2017.