CPP
AMTD

Crow Point Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Crow Point 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
-2,087
Closed -$124K – 261
2018
Q1 		$124K Hold
2,087
– – 0.02% 122
2017
Q4 		$107K Hold
2,087
– – 0.02% 169
2017
Q3 		$102K Buy
+2,087
New +$93.6K 0.02% 185

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Crow Point Partners's AMTD Position: Q2 2018 in Review

Crow Point Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 2,087 shares — an estimated $124K sold.

Crow Point Partners first reported a position in AMTD in Q3 2017 and held it in 3 quarters. The position peaked at $124K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Crow Point Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 2,087 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $124K.
  • Crow Point Partners first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 3 quarters.
  • Crow Point Partners's TD Ameritrade Holding Corp position peaked at $124K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.