AHL Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

AHL Partners’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 Q4	$1.84M	Sell	36,002 -6,871	-16%	-$343K	0.03%	736
2017 Q3	$2.09M	Sell	42,873 -124,648	-74%	-$5.59M	0.04%	656
2017 Q2	$7.2M	Buy	167,521 +76,551	+84%	+$2.97M	0.15%	215
2017 Q1	$3.54M	Buy	90,970 +6,768	+8%	+$288K	0.08%	457
2016 Q4	$3.67M	Buy	84,202 +38,439	+84%	+$1.49M	0.11%	344
2016 Q3	$1.61M	Buy	+45,763	New	+$1.43M	0.06%	438
2016 Q1	–	Sell	-8,675	Closed	-$301K	–	860
2015 Q4	$301K	Buy	+8,675	New	+$301K	0.02%	611
2015 Q3	–	Sell	-132,400	Closed	-$4.88M	–	847
2015 Q2	$4.88M	Buy	132,400 +5,338	+4%	+$198K	0.19%	189
2015 Q1	$4.74M	Buy	127,062 +45,416	+56%	+$1.61M	0.19%	216
2014 Q4	$2.92M	Sell	81,646 -26,552	-25%	-$901K	0.15%	244
2014 Q3	$3.61M	Buy	+108,198	New	+$3.5M	0.28%	110

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHL Partners's AMTD Position: Q4 2017 in Review

AHL Partners reduced its TD Ameritrade Holding Corp (AMTD) stake by 16% in Q4 2017, selling an estimated $343K and leaving 36,002 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #736.

AHL Partners first reported a position in AMTD in Q3 2014 and has held it in 11 quarters since. The position peaked at $7.2M in Q2 2017. 366 funds tracked by Wall St. Rank hold AMTD as of Q4 2017.

AHL Partners held 36,002 shares of TD Ameritrade Holding Corp worth $1.84M as of Q4 2017.
AHL Partners sold 6,871 TD Ameritrade Holding Corp shares in Q4 2017, an estimated $343K.
TD Ameritrade Holding Corp made up 0.03% of AHL Partners's portfolio in Q4 2017, its #736 holding.
AHL Partners first reported a position in TD Ameritrade Holding Corp in Q3 2014 and has held it in 11 quarters since.
AHL Partners's TD Ameritrade Holding Corp position peaked at $7.2M in Q2 2017.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.