WCA
AMTD

Waratah Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Waratah Capital Advisors’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
Q1 		– Sell
-8,720
Closed -$380K – 216
2016
Q4 		$380K Buy
+8,720
New +$338K 0.06% 115
2014
Q2 		– Sell
-320,650
Closed -$10.9M – 97
2014
Q1 		$10.9M Buy
320,650
+261,750
+444% +$8.56M 5.99% 3
2013
Q4 		$1.8M Buy
+58,900
New +$1.68M 0.69% 43

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waratah Capital Advisors's AMTD Position: Q1 2017 in Review

Waratah Capital Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 8,720 shares — an estimated $380K sold.

Waratah Capital Advisors first reported a position in AMTD in Q4 2013 and held it in 3 quarters. The position peaked at $10.9M in Q1 2014. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • Waratah Capital Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 8,720 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $380K.
  • Waratah Capital Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 3 quarters.
  • Waratah Capital Advisors's TD Ameritrade Holding Corp position peaked at $10.9M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Waratah Capital Advisors's 13F filing for Q1 2017, filed 11 May 2017.