Chicago Equity Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Chicago Equity Partners’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
2019 Q2	–	Sell	-65,320	Closed	-$3.27M	–	1013
2019 Q1	$3.27M	Buy	+65,320	New	+$3.54M	0.13%	226
2018 Q4	–	Sell	-5,080	Closed	-$268K	–	916
2018 Q3	$268K	Sell	5,080 -4,370	-46%	-$249K	0.01%	751
2018 Q2	$518K	Sell	9,450 -5,060	-35%	-$301K	0.02%	641
2018 Q1	$859K	Buy	14,510 +2,400	+20%	+$136K	0.03%	525
2017 Q4	$619K	Buy	+12,110	New	+$605K	0.02%	581
2014 Q3	–	Sell	-149,050	Closed	-$4.67M	–	506
2014 Q2	$4.67M	Sell	149,050 -237,300	-61%	-$7.36M	0.12%	155
2014 Q1	$13.1M	Buy	+386,350	New	+$12.6M	0.36%	97

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Chicago Equity Partners's AMTD Position: Q2 2019 in Review

Chicago Equity Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 65,320 shares — an estimated $3.27M sold.

Chicago Equity Partners first reported a position in AMTD in Q1 2014 and held it in 7 quarters. The position peaked at $13.1M in Q1 2014. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

Chicago Equity Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
Chicago Equity Partners sold 65,320 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $3.27M.
Chicago Equity Partners first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 7 quarters.
Chicago Equity Partners's TD Ameritrade Holding Corp position peaked at $13.1M in Q1 2014.
397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Chicago Equity Partners's 13F filing for Q2 2019, filed 2 Aug 2019.