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

Jafra 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 Q2	–	Sell	-30,000	Closed	-$1.78M	–	118
2018 Q1	$1.78M	Buy	+30,000	New	+$1.7M	0.55%	54
2017 Q1	–	Sell	-75,000	Closed	-$3.27M	–	95
2016 Q4	$3.27M	Buy	+75,000	New	+$2.91M	2.76%	10

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

Jafra Capital Management's AMTD Position: Q2 2018 in Review

Jafra Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 30,000 shares — an estimated $1.78M sold.

Jafra Capital Management first reported a position in AMTD in Q4 2016 and held it in 2 quarters. The position peaked at $3.27M in Q4 2016. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

Jafra Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
Jafra Capital Management sold 30,000 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $1.78M.
Jafra Capital Management first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 2 quarters.
Jafra Capital Management's TD Ameritrade Holding Corp position peaked at $3.27M in Q4 2016.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Jafra Capital Management's 13F filing for Q2 2018, filed 15 Aug 2018.