AIM
AMTD

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

Arcadia 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
2016
Q3 		– Sell
-36
Closed -$1K – 457
2016
Q2 		$1K Buy
+36
New +$1.09K ﹤0.01% 483

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Arcadia Investment Management's AMTD Position: Q3 2016 in Review

Arcadia Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2016, closing a stake of 36 shares — an estimated $1K sold.

Arcadia Investment Management first reported a position in AMTD in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 286 funds tracked by Wall St. Rank hold AMTD as of Q3 2016.

  • Arcadia Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2016 after selling out during the quarter.
  • Arcadia Investment Management sold 36 TD Ameritrade Holding Corp shares in Q3 2016, an estimated $1K.
  • Arcadia Investment Management first reported a position in TD Ameritrade Holding Corp in Q2 2016 and held it in 1 quarter.
  • Arcadia Investment Management's TD Ameritrade Holding Corp position peaked at $1K in Q2 2016.
  • 286 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2016.

Based on Arcadia Investment Management's 13F filing for Q3 2016, filed 26 Oct 2016.