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

Calvert 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
2017 Q1	–	Sell	-17,002	Closed	-$741K	–	695
2016 Q4	$741K	Sell	17,002 -1,405	-8%	-$54.5K	0.03%	446
2016 Q3	$649K	Sell	18,407 -1,760	-9%	-$54.8K	0.02%	486
2016 Q2	$574K	Buy	20,167 +851	+4%	+$25.9K	0.02%	472
2016 Q1	$609K	Sell	19,316 -1,085	-5%	-$32K	0.03%	435
2015 Q4	$708K	Buy	+20,401	New	+$709K	0.03%	365
2015 Q2	–	Sell	-11,614	Closed	-$433K	–	698
2015 Q1	$433K	Buy	11,614 +897	+8%	+$31.9K	0.03%	390
2014 Q4	$383K	Buy	10,717 +665	+7%	+$22.6K	0.03%	395
2014 Q3	$335K	Buy	+10,052	New	+$325K	0.02%	412

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Calvert Investment Management's AMTD Position: Q1 2017 in Review

Calvert Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 17,002 shares — an estimated $741K sold.

Calvert Investment Management first reported a position in AMTD in Q3 2014 and held it in 8 quarters. The position peaked at $741K in Q4 2016. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

Calvert Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 17,002 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $741K.
Calvert Investment Management first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 8 quarters.
Calvert Investment Management's TD Ameritrade Holding Corp position peaked at $741K in Q4 2016.
303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.