Columbia Partners Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Columbia Partners 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
2018 Q2	–	Sell	-30,842	Closed	-$1.83M	–	249
2018 Q1	$1.83M	Sell	30,842 -20,399	-40%	-$1.16M	0.23%	128
2017 Q4	$2.62M	Sell	51,241 -22,081	-30%	-$1.1M	0.35%	92
2017 Q3	$3.58M	Sell	73,322 -15,696	-18%	-$704K	0.47%	66
2017 Q2	$3.83M	Buy	89,018 +36,554	+70%	+$1.42M	0.49%	66
2017 Q1	$2.04M	Buy	+52,464	New	+$2.23M	0.26%	111

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Columbia Partners Investment Management's AMTD Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 30,842 shares — an estimated $1.83M sold.

Columbia Partners Investment Management first reported a position in AMTD in Q1 2017 and held it in 5 quarters. The position peaked at $3.83M in Q2 2017. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

Columbia Partners Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 30,842 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $1.83M.
Columbia Partners Investment Management first reported a position in TD Ameritrade Holding Corp in Q1 2017 and held it in 5 quarters.
Columbia Partners Investment Management's TD Ameritrade Holding Corp position peaked at $3.83M in Q2 2017.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.