AIM
AMTD

Acrospire Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Acrospire Investment Management’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-612
Closed -$24K – 2694
2017
Q1 		$24K Buy
+612
New +$26.1K 0.02% 1531
2016
Q4 		– Sell
-1,412
Closed -$50K – 2514
2016
Q3 		$50K Sell
1,412
-400
-22% -$12.5K 0.03% 1073
2016
Q2 		$52K Buy
+1,812
New +$55.1K 0.04% 1039

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

Acrospire Investment Management's AMTD Position: Q2 2017 in Review

Acrospire Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2017, closing a stake of 612 shares — an estimated $24K sold.

Acrospire Investment Management first reported a position in AMTD in Q2 2016 and held it in 3 quarters. The position peaked at $52K in Q2 2016. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

  • Acrospire Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 612 TD Ameritrade Holding Corp shares in Q2 2017, an estimated $24K.
  • Acrospire Investment Management first reported a position in TD Ameritrade Holding Corp in Q2 2016 and held it in 3 quarters.
  • Acrospire Investment Management's TD Ameritrade Holding Corp position peaked at $52K in Q2 2016.
  • 289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.