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UBS’s Toronto Dominion Bank TD Stock Holding History

UBS’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
2014
Q3 		$4.22M Buy
85,500
+5,500
+7% +$285K ﹤0.01% 2192
2014
Q2 		$4.11M Sell
80,000
-41,600
-34% -$2.02M ﹤0.01% 2138
2014
Q1 		$5.71M Sell
121,600
-57,400
-32% -$2.59M 0.01% 1733
2013
Q4 		$8.43M Buy
179,000
+120,400
+205% +$5.48M 0.01% 1404
2013
Q3 		$2.64M Buy
58,600
+11,800
+25% +$501K ﹤0.01% 2317
2013
Q2 		$1.88M Buy
+46,800
New +$1.88M ﹤0.01% 2610

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

UBS's TD Position: Q3 2014 in Review

UBS increased its Toronto Dominion Bank (TD) stake by 327% in Q3 2014, buying an estimated $195M and bringing the position to 4,899,196 shares worth $242M. The position accounts for 0.18% of the portfolio, ranked #122.

UBS first reported a position in TD in Q2 2013 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold TD as of Q3 2014.

  • UBS held 4,899,196 shares of Toronto Dominion Bank worth $242M as of Q3 2014.
  • UBS bought 3,752,528 Toronto Dominion Bank shares in Q3 2014, an estimated $195M.
  • Toronto Dominion Bank made up 0.18% of UBS's portfolio in Q3 2014, its #122 holding.
  • UBS first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 6 quarters since.
  • 430 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.