Dynamic Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Dynamic Capital 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 Q3	–	Sell	-5,459	Closed	-$299K	–	183
2018 Q2	$299K	Buy	+5,459	New	+$325K	0.48%	57
2018 Q1	–	Sell	-5,680	Closed	-$290K	–	264
2017 Q4	$290K	Buy	+5,680	New	+$284K	0.1%	194
2016 Q4	–	Sell	-19,857	Closed	-$700K	–	482
2016 Q3	$700K	Buy	19,857 +4,356	+28%	+$136K	0.09%	265
2016 Q2	$441K	Buy	+15,501	New	+$472K	0.05%	338
2015 Q1	–	Sell	-7,225	Closed	-$259K	–	381
2014 Q4	$259K	Buy	+7,225	New	+$245K	0.14%	209
2014 Q3	–	Sell	-11,131	Closed	-$349K	–	481
2014 Q2	$349K	Sell	11,131 -1,819	-14%	-$56.4K	0.1%	315
2014 Q1	$440K	Buy	+12,950	New	+$424K	0.14%	239
2013 Q4	–	Sell	-29,800	Closed	-$780K	–	525
2013 Q3	$780K	Buy	+29,800	New	+$792K	0.17%	203

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Dynamic Capital Management's AMTD Position: Q3 2018 in Review

Dynamic Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 5,459 shares — an estimated $299K sold.

Dynamic Capital Management first reported a position in AMTD in Q3 2013 and held it in 8 quarters. The position peaked at $780K in Q3 2013. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

Dynamic Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
Dynamic Capital Management sold 5,459 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $299K.
Dynamic Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 8 quarters.
Dynamic Capital Management's TD Ameritrade Holding Corp position peaked at $780K in Q3 2013.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Dynamic Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.