WCM Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,398,935
| Closed | -$61M | – | 164 |
|
|
2016
Q4 | $61M | Buy |
1,398,935
+164,441
| +13% | +$7.17M | 0.74% | 29 |
|
|
2016
Q3 | $43.5M | Buy |
1,234,494
+276,242
| +29% | +$9.73M | 0.5% | 34 |
|
|
2016
Q2 | $27.3M | Buy |
958,252
+42,795
| +5% | +$1.22M | 0.44% | 20 |
|
|
2016
Q1 | $28.9M | Sell |
915,457
-27,159
| -3% | -$856K | 0.45% | 15 |
|
|
2015
Q4 | $32.7M | Buy |
942,616
+157,067
| +20% | +$5.45M | 0.67% | 14 |
|
|
2015
Q3 | $25M | Buy |
785,549
+5,586
| +0.7% | +$178K | 0.62% | 13 |
|
|
2015
Q2 | $28.7M | Buy |
779,963
+11,562
| +2% | +$426K | 0.65% | 13 |
|
|
2015
Q1 | $28.6M | Sell |
768,401
-11,944
| -2% | -$445K | 0.58% | 30 |
|
|
2014
Q4 | $27.9M | Sell |
780,345
-21,078
| -3% | -$754K | 0.81% | 16 |
|
|
2014
Q3 | $26.7M | Sell |
801,423
-7,124
| -0.9% | -$238K | 0.82% | 16 |
|
|
2014
Q2 | $25.3M | Buy |
808,547
+382,088
| +90% | +$12M | 0.63% | 33 |
|
|
2014
Q1 | $14.5M | Buy |
426,459
+6,474
| +2% | +$220K | 0.52% | 45 |
|
|
2013
Q4 | $12.9M | Buy |
419,985
+366,310
| +682% | +$11.2M | 0.46% | 51 |
|
|
2013
Q3 | $1.41M | Buy |
53,675
+187
| +0.3% | +$4.9K | 0.07% | 95 |
|
|
2013
Q2 | $1.3M | Buy |
+53,488
| New | +$1.3M | 0.07% | 102 |
|