ACL
AMTD

Azora Capital LP’s TD Ameritrade Holding Corp AMTD Stock Holding History

Azora Capital LP’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
2018
Q2 		– Sell
-95,931
Closed -$5.68M – 46
2018
Q1 		$5.68M Sell
95,931
-423,602
-82% -$24M 1.58% 18
2017
Q4 		$26.6M Buy
+519,533
New +$26M 7.71% 3

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Azora Capital LP's AMTD Position: Q2 2018 in Review

Azora Capital LP sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 95,931 shares — an estimated $5.68M sold.

Azora Capital LP first reported a position in AMTD in Q4 2017 and held it in 2 quarters. The position peaked at $26.6M in Q4 2017. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Azora Capital LP reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Azora Capital LP sold 95,931 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $5.68M.
  • Azora Capital LP first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 2 quarters.
  • Azora Capital LP's TD Ameritrade Holding Corp position peaked at $26.6M in Q4 2017.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Azora Capital LP's 13F filing for Q2 2018, filed 14 Aug 2018.