Business Context and Reporting Period
This filing is a Form 13F-HR submitted by TORONTO DOMINION BANK for the quarter ended March 31, 2014. The report was signed on May 8, 2014, by Norie Campbell, Executive Vice President. It is a combination report covering holdings managed by the primary filer and four other included managers.
Key Financial Metrics
As a 13F filing, this document reports investment holdings rather than the operating financial performance (revenue, profit, cash flow) of the bank itself. The following metrics relate to the reported portfolio:
- Total Portfolio Value: $28,614,731,000 (reported in thousands).
- Total Number of Holdings: 1,681 entries.
- Number of Included Managers: 4 additional managers reported alongside the primary filer.
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity for Toronto Dominion Bank.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2013) or detail specific material changes in holdings, values, or strategy versus the previous quarter.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of equity holdings and does not contain management commentary, future guidance, risk factors, or contingencies regarding the bank's operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Important Facts for Investors to Verify
- Verify the total portfolio value of approximately $28.6 billion against the bank's total assets to understand the scope of this specific reporting entity.
- Confirm the list of included managers (TD Securities Inc, TD Global Finance, Toronto Dominion (New York) LLC, and Toronto Dominion (South East Asia) Ltd) to ensure full coverage of the bank's US equity exposure.
- Review the detailed Schedule 13F (not included in this summary text) to analyze specific sector allocations and individual security positions.