First Personal Financial Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

First Personal Financial Services’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	-2,872	Closed	-$170K	–	1006
2018 Q1	$170K	Buy	2,872 +807	+39%	+$45.8K	0.04%	234
2017 Q4	$106K	Hold	2,065	–	–	0.02%	336
2017 Q3	$101K	Hold	2,065	–	–	0.02%	318
2017 Q2	$89K	Buy	2,065 +521	+34%	+$20.2K	0.02%	331
2017 Q1	$60K	Hold	1,544	–	–	0.01%	361
2016 Q4	$67K	Buy	+1,544	New	+$59.9K	0.02%	336

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

First Personal Financial Services's AMTD Position: Q2 2018 in Review

First Personal Financial Services sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 2,872 shares — an estimated $170K sold.

First Personal Financial Services first reported a position in AMTD in Q4 2016 and held it in 6 quarters. The position peaked at $170K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

First Personal Financial Services reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 2,872 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $170K.
First Personal Financial Services first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 6 quarters.
First Personal Financial Services's TD Ameritrade Holding Corp position peaked at $170K in Q1 2018.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.