WBH Advisory’s Toronto Dominion Bank TD Stock Holding History

WBH Advisory’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
2016 Q2	–	Sell	-5,293	Closed	-$228K	–	206
2016 Q1	$228K	Hold	5,293	–	–	0.08%	177
2015 Q4	$207K	Hold	5,293	–	–	0.07%	192
2015 Q3	$208K	Sell	5,293 -800	-13%	-$31.9K	0.09%	183
2015 Q2	$259K	Sell	6,093 -200	-3%	-$8.96K	0.1%	170
2015 Q1	$269K	Sell	6,293 -35	-0.6%	-$1.5K	0.08%	172
2014 Q4	$302K	Hold	6,328	–	–	0.11%	161
2014 Q3	$312K	Hold	6,328	–	–	0.11%	161
2014 Q2	$325K	Sell	6,328 -100	-2%	-$4.85K	0.12%	161
2014 Q1	$301K	Sell	6,428 -756	-11%	-$34.1K	0.12%	162
2013 Q4	$338K	Sell	7,184 -200	-3%	-$9.1K	0.14%	151
2013 Q3	$332K	Hold	7,384	–	–	0.15%	144
2013 Q2	$296K	Buy	+7,384	New	+$297K	0.14%	151

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

WBH Advisory's TD Position: Q2 2016 in Review

WBH Advisory sold out of Toronto Dominion Bank (TD) in Q2 2016, closing a stake of 5,293 shares — an estimated $228K sold.

WBH Advisory first reported a position in TD in Q2 2013 and held it in 12 quarters. The position peaked at $338K in Q4 2013. 452 funds tracked by Wall St. Rank hold TD as of Q2 2016.

WBH Advisory reported no remaining Toronto Dominion Bank position as of Q2 2016 after selling out during the quarter.
WBH Advisory sold 5,293 Toronto Dominion Bank shares in Q2 2016, an estimated $228K.
WBH Advisory first reported a position in Toronto Dominion Bank in Q2 2013 and held it in 12 quarters.
WBH Advisory's Toronto Dominion Bank position peaked at $338K in Q4 2013.
452 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2016.

Based on WBH Advisory's 13F filing for Q2 2016, filed 25 Jul 2016.