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Willow Street Advisors’s Toronto Dominion Bank TD Stock Holding History

Willow Street Advisors’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
2013
Q4 		$691K Buy
14,660
+3,440
+31% +$157K 0.39% 74
2013
Q3 		$505K Buy
11,220
+5,570
+99% +$237K 0.31% 93
2013
Q2 		$227K Buy
+5,650
New +$228K 0.15% 135

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Willow Street Advisors's TD Position: Q4 2013 in Review

Willow Street Advisors increased its Toronto Dominion Bank (TD) stake by 31% in Q4 2013, buying an estimated $157K and bringing the position to 14,660 shares worth $691K. The position accounts for 0.39% of the portfolio, ranked #74.

Willow Street Advisors first reported a position in TD in Q2 2013 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold TD as of Q4 2013.

  • Willow Street Advisors held 14,660 shares of Toronto Dominion Bank worth $691K as of Q4 2013.
  • Willow Street Advisors bought 3,440 Toronto Dominion Bank shares in Q4 2013, an estimated $157K.
  • Toronto Dominion Bank made up 0.39% of Willow Street Advisors's portfolio in Q4 2013, its #74 holding.
  • Willow Street Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.