ACM
AMTD

Atlanta Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Atlanta Capital 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
Q1 		– Sell
-858,200
Closed -$37.4M – 159
2016
Q4 		$37.4M Sell
858,200
-18,595
-2% -$722K 0.24% 101
2016
Q3 		$30.9M Buy
876,795
+111,794
+15% +$3.48M 0.2% 109
2016
Q2 		$21.8M Buy
765,001
+118,105
+18% +$3.59M 0.15% 127
2016
Q1 		$20.4M Buy
646,896
+155,919
+32% +$4.59M 0.15% 129
2015
Q4 		$17M Buy
490,977
+225,393
+85% +$7.83M 0.12% 136
2015
Q3 		$8.46M Buy
265,584
+25,146
+10% +$881K 0.06% 155
2015
Q2 		$8.85M Buy
240,438
+10,107
+4% +$376K 0.06% 155
2015
Q1 		$8.58M Buy
230,331
+13,424
+6% +$477K 0.06% 159
2014
Q4 		$7.76M Sell
216,907
-2,080
-0.9% -$70.5K 0.05% 166
2014
Q3 		$7.31M Hold
218,987
– – 0.05% 167
2014
Q2 		$6.87M Buy
218,987
+15,079
+7% +$468K 0.05% 167
2014
Q1 		$6.92M Buy
203,908
+69,334
+52% +$2.27M 0.05% 171
2013
Q4 		$4.12M Buy
134,574
+33,435
+33% +$952K 0.03% 160
2013
Q3 		$2.65M Buy
101,139
+15,052
+17% +$400K 0.02% 159
2013
Q2 		$2.09M Buy
+86,087
New +$1.87M 0.02% 159

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Atlanta Capital Management's AMTD Position: Q1 2017 in Review

Atlanta Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 858,200 shares — an estimated $37.4M sold.

Atlanta Capital Management first reported a position in AMTD in Q2 2013 and held it in 15 quarters. The position peaked at $37.4M in Q4 2016. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • Atlanta Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
  • Atlanta Capital Management sold 858,200 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $37.4M.
  • Atlanta Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 15 quarters.
  • Atlanta Capital Management's TD Ameritrade Holding Corp position peaked at $37.4M in Q4 2016.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Atlanta Capital Management's 13F filing for Q1 2017, filed 15 May 2017.