WCM Investment Management
AMTD

WCM Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

WCM Investment 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
Q1 		– Sell
-1,398,935
Closed -$61M – 164
2016
Q4 		$61M Buy
1,398,935
+164,441
+13% +$6.38M 0.74% 29
2016
Q3 		$43.5M Buy
1,234,494
+276,242
+29% +$8.61M 0.5% 34
2016
Q2 		$27.3M Buy
958,252
+42,795
+5% +$1.3M 0.44% 20
2016
Q1 		$28.9M Sell
915,457
-27,159
-3% -$800K 0.45% 15
2015
Q4 		$32.7M Buy
942,616
+157,067
+20% +$5.46M 0.67% 14
2015
Q3 		$25M Buy
785,549
+5,586
+0.7% +$196K 0.62% 13
2015
Q2 		$28.7M Buy
779,963
+11,562
+2% +$430K 0.65% 13
2015
Q1 		$28.6M Sell
768,401
-11,944
-2% -$425K 0.58% 30
2014
Q4 		$27.9M Sell
780,345
-21,078
-3% -$715K 0.81% 16
2014
Q3 		$26.7M Sell
801,423
-7,124
-0.9% -$231K 0.82% 16
2014
Q2 		$25.3M Buy
808,547
+382,088
+90% +$11.8M 0.63% 33
2014
Q1 		$14.5M Buy
426,459
+6,474
+2% +$212K 0.52% 45
2013
Q4 		$12.9M Buy
419,985
+366,310
+682% +$10.4M 0.46% 51
2013
Q3 		$1.41M Buy
53,675
+187
+0.3% +$4.97K 0.07% 95
2013
Q2 		$1.3M Buy
+53,488
New +$1.16M 0.07% 102

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

WCM Investment Management's AMTD Position: Q1 2017 in Review

WCM Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 1,398,935 shares — an estimated $61M sold.

WCM Investment Management first reported a position in AMTD in Q2 2013 and held it in 15 quarters. The position peaked at $61M in Q4 2016. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • WCM Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 1,398,935 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $61M.
  • WCM Investment Management first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's TD Ameritrade Holding Corp position peaked at $61M in Q4 2016.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.