Old Mutual Customised Solutions’s TD Ameritrade Holding Corp AMTD Stock Holding History

Old Mutual Customised Solutions’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	$1.01M	Sell	18,500 -1,300	-7%	-$77.4K	0.1%	244
2018 Q1	$1.17M	Buy	19,800 +2,200	+13%	+$125K	0.12%	215
2017 Q4	$900K	Buy	17,600 +5,000	+40%	+$250K	0.09%	261
2017 Q3	$615K	Hold	12,600	–	–	0.08%	281
2017 Q2	$542K	Buy	12,600 +2,100	+20%	+$81.5K	0.08%	294
2017 Q1	$408K	Hold	10,500	–	–	0.06%	351
2016 Q4	$458K	Buy	10,500 +2,100	+25%	+$81.5K	0.08%	284
2016 Q3	$296K	Buy	8,400 +1,800	+27%	+$56.1K	0.09%	278
2016 Q2	$188K	Buy	6,600 +200	+3%	+$6.09K	0.05%	442
2016 Q1	$202K	Hold	6,400	–	–	0.05%	418
2015 Q4	$222K	Hold	6,400	–	–	0.06%	382
2015 Q3	$204K	Hold	6,400	–	–	0.06%	400
2015 Q2	$236K	Hold	6,400	–	–	0.06%	400
2015 Q1	$238K	Buy	6,400 +2,200	+52%	+$78.2K	0.06%	409
2014 Q4	$150K	Buy	4,200 +700	+20%	+$23.7K	0.04%	479
2014 Q3	$117K	Hold	3,500	–	–	0.03%	533
2014 Q2	$110K	Hold	3,500	–	–	0.03%	584
2014 Q1	$119K	Hold	3,500	–	–	0.03%	562
2013 Q4	$107K	Hold	3,500	–	–	0.03%	585
2013 Q3	$92K	Hold	3,500	–	–	0.03%	615
2013 Q2	$85K	Buy	+3,500	New	+$76K	0.02%	641

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

Old Mutual Customised Solutions's AMTD Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its TD Ameritrade Holding Corp (AMTD) stake by 6.6% in Q2 2018, selling an estimated $77.4K and leaving 18,500 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #244.

Old Mutual Customised Solutions first reported a position in AMTD in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.17M in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

Old Mutual Customised Solutions held 18,500 shares of TD Ameritrade Holding Corp worth $1.01M as of Q2 2018.
Old Mutual Customised Solutions sold 1,300 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $77.4K.
TD Ameritrade Holding Corp made up 0.1% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #244 holding.
Old Mutual Customised Solutions first reported a position in TD Ameritrade Holding Corp in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's TD Ameritrade Holding Corp position peaked at $1.17M in Q1 2018.
387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.