Oakbrook Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Oakbrook Investments’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	-10,460	Closed	-$620K	–	643
2018 Q1	$620K	Buy	+10,460	New	+$593K	0.04%	310
2017 Q1	–	Sell	-5,500	Closed	-$240K	–	588
2016 Q4	$240K	Buy	+5,500	New	+$213K	0.02%	505
2014 Q1	–	Sell	-11,000	Closed	-$337K	–	634
2013 Q4	$337K	Sell	11,000 -1,700	-13%	-$48.4K	0.01%	469
2013 Q3	$332K	Buy	+12,700	New	+$338K	0.01%	476

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

Oakbrook Investments's AMTD Position: Q2 2018 in Review

Oakbrook Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 10,460 shares — an estimated $620K sold.

Oakbrook Investments first reported a position in AMTD in Q3 2013 and held it in 4 quarters. The position peaked at $620K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

Oakbrook Investments reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
Oakbrook Investments sold 10,460 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $620K.
Oakbrook Investments first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 4 quarters.
Oakbrook Investments's TD Ameritrade Holding Corp position peaked at $620K in Q1 2018.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Oakbrook Investments's 13F filing for Q2 2018, filed 18 Jul 2018.