NSIM
AMTD

North Star Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

North Star Investment 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
2017
Q2 		– Sell
-41
Closed -$2K – 1121
2017
Q1 		$2K Buy
+41
New +$1.75K ﹤0.01% 975

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

North Star Investment Management's AMTD Position: Q2 2017 in Review

North Star Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2017, closing a stake of 41 shares — an estimated $2K sold.

North Star Investment Management first reported a position in AMTD in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

  • North Star Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2017 after selling out during the quarter.
  • North Star Investment Management sold 41 TD Ameritrade Holding Corp shares in Q2 2017, an estimated $2K.
  • North Star Investment Management first reported a position in TD Ameritrade Holding Corp in Q1 2017 and held it in 1 quarter.
  • North Star Investment Management's TD Ameritrade Holding Corp position peaked at $2K in Q1 2017.
  • 289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on North Star Investment Management's 13F filing for Q2 2017, filed 18 Jul 2017.