Toronto Dominion Bank
WHG icon

Toronto Dominion Bank’s Westwood Holdings Group WHG Stock Holding History

Toronto Dominion Bank’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,654
Closed -$127K – 1049
2013
Q3 		$127K Sell
2,654
-90
-3% -$4.37K ﹤0.01% 544
2013
Q2 		$118K Buy
+2,744
New +$119K ﹤0.01% 569

Other funds holding WHG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toronto Dominion Bank's WHG Position: Q4 2013 in Review

Toronto Dominion Bank sold out of Westwood Holdings Group (WHG) in Q4 2013, closing a stake of 2,654 shares — an estimated $127K sold.

Toronto Dominion Bank first reported a position in WHG in Q2 2013 and held it in 2 quarters. The position peaked at $127K in Q3 2013. 81 funds tracked by Wall St. Rank hold WHG as of Q4 2013.

  • Toronto Dominion Bank reported no remaining Westwood Holdings Group position as of Q4 2013 after selling out during the quarter.
  • Toronto Dominion Bank sold 2,654 Westwood Holdings Group shares in Q4 2013, an estimated $127K.
  • Toronto Dominion Bank first reported a position in Westwood Holdings Group in Q2 2013 and held it in 2 quarters.
  • Toronto Dominion Bank's Westwood Holdings Group position peaked at $127K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2013.

Based on Toronto Dominion Bank's 13F filing for Q4 2013, filed 11 Feb 2014.