Select Equity Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Select Equity Group’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 Q3	–	Sell	-101,991	Closed	-$5.59M	–	106
2018 Q2	$5.59M	Sell	101,991 -13,115	-11%	-$781K	0.04%	89
2018 Q1	$6.82M	Sell	115,106 -59,569	-34%	-$3.38M	0.06%	82
2017 Q4	$8.93M	Sell	174,675 -101,560	-37%	-$5.08M	0.07%	84
2017 Q3	$13.5M	Sell	276,235 -350,379	-56%	-$15.7M	0.1%	77
2017 Q2	$26.9M	Buy	+626,614	New	+$24.3M	0.19%	73
2016 Q4	–	Sell	-850,174	Closed	-$30M	–	103
2016 Q3	$30M	Hold	850,174	–	–	0.26%	66
2016 Q2	$24.2M	Hold	850,174	–	–	0.21%	75
2016 Q1	$26.8M	Sell	850,174 -2,235,826	-72%	-$65.9M	0.22%	67
2015 Q4	$107M	Sell	3,086,000 -3,230,039	-51%	-$112M	1.02%	30
2015 Q3	$201M	Sell	6,316,039 -336,243	-5%	-$11.8M	1.91%	19
2015 Q2	$245M	Sell	6,652,282 -404,413	-6%	-$15M	2.23%	15
2015 Q1	$263M	Buy	7,056,695 +751,656	+12%	+$26.7M	2.39%	14
2014 Q4	$226M	Buy	6,305,039 +118,238	+2%	+$4.01M	2.11%	18
2014 Q3	$206M	Buy	6,186,801 +1,851,087	+43%	+$59.9M	2.13%	17
2014 Q2	$136M	Buy	+4,335,714	New	+$134M	1.39%	25
2014 Q1	–	Sell	-259,891	Closed	-$8.5M	–	123
2013 Q4	$7.96M	Sell	259,891 -2,469,969	-90%	-$70.3M	0.08%	99
2013 Q3	$71.5M	Sell	2,729,860 -946,657	-26%	-$25.2M	0.97%	39
2013 Q2	$89.3M	Buy	+3,676,517	New	+$79.9M	1.26%	35

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Select Equity Group's AMTD Position: Q3 2018 in Review

Select Equity Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 101,991 shares — an estimated $5.59M sold.

Select Equity Group first reported a position in AMTD in Q2 2013 and held it in 18 quarters. The position peaked at $263M in Q1 2015. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

Select Equity Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
Select Equity Group sold 101,991 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $5.59M.
Select Equity Group first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 18 quarters.
Select Equity Group's TD Ameritrade Holding Corp position peaked at $263M in Q1 2015.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Select Equity Group's 13F filing for Q3 2018, filed 14 Nov 2018.