E. Ohman J:or Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

E. Ohman J:or Asset 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	-5,000	Closed	-$296K	–	553
2018 Q1	$296K	Sell	5,000 -1,900	-28%	-$108K	0.02%	369
2017 Q4	$353K	Hold	6,900	–	–	0.03%	356
2017 Q3	$337K	Buy	6,900 +200	+3%	+$8.97K	0.03%	327
2017 Q2	$288K	Hold	6,700	–	–	0.03%	355
2017 Q1	$260K	Hold	6,700	–	–	0.03%	364
2016 Q4	$292K	Hold	6,700	–	–	0.04%	314
2016 Q3	$236K	Buy	6,700 +2,900	+76%	+$90.4K	0.04%	340
2016 Q2	$108K	Hold	3,800	–	–	0.02%	472
2016 Q1	$120K	Hold	3,800	–	–	0.02%	446
2015 Q4	$132K	Hold	3,800	–	–	0.02%	443
2015 Q3	$121K	Hold	3,800	–	–	0.03%	440
2015 Q2	$140K	Hold	3,800	–	–	0.03%	450
2015 Q1	$142K	Sell	3,800 -4,300	-53%	-$153K	0.03%	444
2014 Q4	$290K	Buy	8,100 +4,000	+98%	+$136K	0.07%	275
2014 Q3	$137K	Hold	4,100	–	–	0.03%	442
2014 Q2	$129K	Hold	4,100	–	–	0.03%	457
2014 Q1	$139K	Hold	4,100	–	–	0.03%	445
2013 Q4	$124K	Hold	4,100	–	–	0.03%	465
2013 Q3	$107K	Hold	4,100	–	–	0.03%	469
2013 Q2	$99.6K	Buy	+4,100	New	+$89.1K	0.03%	466

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

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

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

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

E. Ohman J:or Asset Management's AMTD Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 5,000 shares — an estimated $296K sold.

E. Ohman J:or Asset Management first reported a position in AMTD in Q2 2013 and held it in 20 quarters. The position peaked at $353K in Q4 2017. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 5,000 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $296K.
E. Ohman J:or Asset Management first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's TD Ameritrade Holding Corp position peaked at $353K in Q4 2017.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.