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Twin Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Twin Capital 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
-17,887
Closed -$695K – 359
2017
Q1 		$695K Buy
+17,887
New +$762K 0.04% 312
2014
Q2 		– Sell
-28,650
Closed -$973K – 319
2014
Q1 		$973K Buy
28,650
+130
+0.5% +$4.25K 0.1% 217
2013
Q4 		$874K Buy
+28,520
New +$812K 0.09% 234

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $594M AUM 9.89% 1-Year Est. Return

Twin Capital Management's AMTD Position: Q2 2017 in Review

Twin Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2017, closing a stake of 17,887 shares — an estimated $695K sold.

Twin Capital Management first reported a position in AMTD in Q4 2013 and held it in 3 quarters. The position peaked at $973K in Q1 2014. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

  • Twin Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2017 after selling out during the quarter.
  • Twin Capital Management sold 17,887 TD Ameritrade Holding Corp shares in Q2 2017, an estimated $695K.
  • Twin Capital Management first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 3 quarters.
  • Twin Capital Management's TD Ameritrade Holding Corp position peaked at $973K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on Twin Capital Management's 13F filing for Q2 2017, filed 7 Aug 2017.