Winfield Associates’s Toronto Dominion Bank TD Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-1,260	Closed	-$75K	–	593
2017 Q4	$75K	Hold	1,260	–	–	0.04%	169
2017 Q3	$71K	Buy	1,260 +10	+0.8%	+$525	0.04%	170
2017 Q2	$63K	Buy	1,250 +20	+2%	+$965	0.03%	176
2017 Q1	$62K	Sell	1,230 -300	-20%	-$15.3K	0.04%	176
2016 Q4	$75K	Buy	1,530 +50	+3%	+$2.34K	0.05%	158
2016 Q3	$65K	Hold	1,480	–	–	0.04%	159
2016 Q2	$64K	Hold	1,480	–	–	0.04%	158
2016 Q1	$64K	Buy	1,480 +480	+48%	+$18.5K	0.04%	153
2015 Q4	$39K	Hold	1,000	–	–	0.03%	176
2015 Q3	$39K	Hold	1,000	–	–	0.03%	171
2015 Q2	$43K	Hold	1,000	–	–	0.03%	169
2015 Q1	$43K	Hold	1,000	–	–	0.03%	173
2014 Q4	$48K	Hold	1,000	–	–	0.04%	162
2014 Q3	$49K	Hold	1,000	–	–	0.04%	163
2014 Q2	$51K	Hold	1,000	–	–	0.04%	171
2014 Q1	$47K	Hold	1,000	–	–	0.04%	161
2013 Q4	$47K	Buy	+1,000	New	+$45.5K	0.04%	167

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

BGC

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

Winfield Associates's TD Position: Q1 2018 in Review

Winfield Associates sold out of Toronto Dominion Bank (TD) in Q1 2018, closing a stake of 1,260 shares — an estimated $75K sold.

Winfield Associates first reported a position in TD in Q4 2013 and held it in 17 quarters. The position peaked at $75K in Q4 2017. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

Winfield Associates reported no remaining Toronto Dominion Bank position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 1,260 Toronto Dominion Bank shares in Q1 2018, an estimated $75K.
Winfield Associates first reported a position in Toronto Dominion Bank in Q4 2013 and held it in 17 quarters.
Winfield Associates's Toronto Dominion Bank position peaked at $75K in Q4 2017.
617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.