KIA
AMTD

KCM Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

KCM Investment Advisors’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
-46,910
Closed -$1.63M – 531
2015
Q4 		$1.63M Sell
46,910
-902
-2% -$31.3K 0.13% 185
2015
Q3 		$1.52M Sell
47,812
-453
-0.9% -$15.9K 0.13% 193
2015
Q2 		$1.78M Buy
48,265
+877
+2% +$32.6K 0.14% 188
2015
Q1 		$1.77M Buy
47,388
+285
+0.6% +$10.1K 0.14% 183
2014
Q4 		$1.69M Buy
47,103
+463
+1% +$15.7K 0.14% 183
2014
Q3 		$1.56M Sell
46,640
-55
-0.1% -$1.78K 0.14% 185
2014
Q2 		$1.46M Buy
46,695
+2,862
+7% +$88.7K 0.14% 186
2014
Q1 		$1.49M Sell
43,833
-1,044
-2% -$34.1K 0.15% 174
2013
Q4 		$1.38M Buy
44,877
+9,041
+25% +$257K 0.15% 174
2013
Q3 		$938K Buy
35,836
+6,281
+21% +$167K 0.11% 211
2013
Q2 		$718K Buy
+29,555
New +$642K 0.09% 232

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

KCM Investment Advisors's AMTD Position: Q1 2016 in Review

KCM Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 46,910 shares — an estimated $1.63M sold.

KCM Investment Advisors first reported a position in AMTD in Q2 2013 and held it in 11 quarters. The position peaked at $1.78M in Q2 2015. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • KCM Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
  • KCM Investment Advisors sold 46,910 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $1.63M.
  • KCM Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 11 quarters.
  • KCM Investment Advisors's TD Ameritrade Holding Corp position peaked at $1.78M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on KCM Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.