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
2015 Q1	–	Sell	-1,241,500	Closed	-$44.4M	–	117
2014 Q4	$44.4M	Hold	1,241,500	–	–	0.42%	56
2014 Q3	$41.4M	Hold	1,241,500	–	–	0.43%	58
2014 Q2	$38.9M	Hold	1,241,500	–	–	0.4%	56
2014 Q1	$42.1M	Sell	1,241,500 -3,223,500	-72%	-$105M	0.46%	49
2013 Q4	$137M	Sell	4,465,000 -1,370,000	-23%	-$39M	1.42%	26
2013 Q3	$153M	Sell	5,835,000 -2,546,000	-30%	-$67.7M	2.07%	18
2013 Q2	$204M	Buy	+8,381,000	New	+$182M	2.87%	10

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $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 $1.9T AUM 41.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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.