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Convergence Investment Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Convergence Investment 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
2018
Q2 		– Sell
-36
Closed -$2K – 1005
2018
Q1 		$2K Buy
+36
New +$2.04K ﹤0.01% 968

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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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Convergence Investment Partners's AMTD Position: Q2 2018 in Review

Convergence Investment Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 36 shares — an estimated $2K sold.

Convergence Investment Partners first reported a position in AMTD in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Convergence Investment Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 36 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $2K.
  • Convergence Investment Partners first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 1 quarter.
  • Convergence Investment Partners's TD Ameritrade Holding Corp position peaked at $2K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.