K.J. Harrison & Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

K.J. Harrison & Partners’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
2017 Q2	–	Sell	-23,000	Closed	-$894K	–	198
2017 Q1	$894K	Buy	+23,000	New	+$979K	0.37%	81
2016 Q4	–	Sell	-41,000	Closed	-$1.45M	–	243
2016 Q3	$1.45M	Buy	41,000 +3,000	+8%	+$93.5K	0.69%	47
2016 Q2	$1.08M	Buy	+38,000	New	+$1.16M	0.58%	64
2015 Q1	–	Sell	-11,600	Closed	-$415K	–	191
2014 Q4	$415K	Hold	11,600	–	–	0.12%	126
2014 Q3	$387K	Buy	+11,600	New	+$375K	0.11%	120
2014 Q2	–	Sell	-126,900	Closed	-$4.29M	–	166
2014 Q1	$4.29M	Sell	126,900 -56,900	-31%	-$1.86M	1.27%	27
2013 Q4	$5.99M	Buy	183,800 +7,900	+4%	+$225K	1.76%	18
2013 Q3	$4.61M	Sell	175,900 -16,000	-8%	-$425K	1.68%	20
2013 Q2	$4.66M	Buy	+191,900	New	+$4.17M	1.87%	19

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

K.J. Harrison & Partners's AMTD Position: Q2 2017 in Review

K.J. Harrison & Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2017, closing a stake of 23,000 shares — an estimated $894K sold.

K.J. Harrison & Partners first reported a position in AMTD in Q2 2013 and held it in 9 quarters. The position peaked at $5.99M in Q4 2013. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

K.J. Harrison & Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2017 after selling out during the quarter.
K.J. Harrison & Partners sold 23,000 TD Ameritrade Holding Corp shares in Q2 2017, an estimated $894K.
K.J. Harrison & Partners first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 9 quarters.
K.J. Harrison & Partners's TD Ameritrade Holding Corp position peaked at $5.99M in Q4 2013.
289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on K.J. Harrison & Partners's 13F filing for Q2 2017, filed 28 Jul 2017.