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

Cadence 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
2018 Q3	–	Sell	-28,540	Closed	-$1.56M	–	731
2018 Q2	$1.56M	Buy	28,540 +79	+0.3%	+$4.71K	0.09%	296
2018 Q1	$1.69M	Sell	28,461 -405	-1%	-$23K	0.11%	249
2017 Q4	$1.48M	Sell	28,866 -456	-2%	-$22.8K	0.09%	292
2017 Q3	$1.43M	Sell	29,322 -37	-0.1%	-$1.66K	0.09%	296
2017 Q2	$1.26M	Buy	+29,359	New	+$1.14M	0.09%	301

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cadence Capital Management's AMTD Position: Q3 2018 in Review

Cadence Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 28,540 shares — an estimated $1.56M sold.

Cadence Capital Management first reported a position in AMTD in Q2 2017 and held it in 5 quarters. The position peaked at $1.69M in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

Cadence Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
Cadence Capital Management sold 28,540 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $1.56M.
Cadence Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2017 and held it in 5 quarters.
Cadence Capital Management's TD Ameritrade Holding Corp position peaked at $1.69M in Q1 2018.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Cadence Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.