GOCM
AMTD

Green Owl Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Green Owl 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
2016
Q1 		– Sell
-70,000
Closed -$2.43M – 84
2015
Q4 		$2.43M Buy
70,000
+20,000
+40% +$695K 2.86% 10
2015
Q3 		$1.59M Buy
+50,000
New +$1.75M 1.23% 27

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Green Owl Capital Management's AMTD Position: Q1 2016 in Review

Green Owl Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 70,000 shares — an estimated $2.43M sold.

Green Owl Capital Management first reported a position in AMTD in Q3 2015 and held it in 2 quarters. The position peaked at $2.43M in Q4 2015. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • Green Owl Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
  • Green Owl Capital Management sold 70,000 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $2.43M.
  • Green Owl Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2015 and held it in 2 quarters.
  • Green Owl Capital Management's TD Ameritrade Holding Corp position peaked at $2.43M in Q4 2015.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Green Owl Capital Management's 13F filing for Q1 2016, filed 12 May 2016.