Azora Capital LP
AMTD icon

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

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Wellington Management Group
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Fidelity Investments
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Vanguard Group
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BlackRock
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Citigroup
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Boston Partners
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Baillie Gifford & Co
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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.