AG
AMTD

Advisor Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Advisor 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
2019
Q4 		$81K Sell
1,643
-369
-18% -$16K ﹤0.01% 3084
2019
Q3 		$93K Sell
2,012
-644
-24% -$30.9K ﹤0.01% 2936
2019
Q2 		$131K Sell
2,656
-37,626
-93% -$1.95M ﹤0.01% 2650
2019
Q1 		$2.01M Buy
40,282
+37,184
+1,200% +$2.01M 0.02% 717
2018
Q4 		$151K Buy
3,098
+850
+38% +$43.3K ﹤0.01% 2308
2018
Q3 		$118K Buy
2,248
+1,018
+83% +$57.9K ﹤0.01% 2632
2018
Q2 		$68K Sell
1,230
-38
-3% -$2.26K ﹤0.01% 2847
2018
Q1 		$76K Buy
1,268
+31
+3% +$1.76K ﹤0.01% 2778
2017
Q4 		$64K Buy
1,237
+205
+20% +$10.2K ﹤0.01% 2916
2017
Q3 		$51K Buy
1,032
+29
+3% +$1.3K ﹤0.01% 2930
2017
Q2 		$42K Sell
1,003
-380
-27% -$14.8K ﹤0.01% 2963
2017
Q1 		$53K Sell
1,383
-1,615
-54% -$68.8K ﹤0.01% 2661
2016
Q4 		$130K Sell
2,998
-98
-3% -$3.8K ﹤0.01% 1893
2016
Q3 		$109K Sell
3,096
-188
-6% -$5.86K ﹤0.01% 1947
2016
Q2 		$92K Buy
+3,284
New +$99.9K ﹤0.01% 1990

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's AMTD Position: Q4 2019 in Review

Advisor Group reduced its TD Ameritrade Holding Corp (AMTD) stake by 18% in Q4 2019, selling an estimated $16K and leaving 1,643 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Advisor Group first reported a position in AMTD in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Advisor Group held 1,643 shares of TD Ameritrade Holding Corp worth $81K as of Q4 2019.
  • Advisor Group sold 369 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $16K.
  • TD Ameritrade Holding Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3084 holding.
  • Advisor Group first reported a position in TD Ameritrade Holding Corp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's TD Ameritrade Holding Corp position peaked at $2.01M in Q1 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.