AIA
AMTD

Alera Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-100
Closed -$5K – 1171
2019
Q1 		$5K Buy
100
+48
+92% +$2.6K ﹤0.01% 663
2018
Q4 		$3K Buy
+52
New +$2.65K ﹤0.01% 719

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alera Investment Advisors's AMTD Position: Q2 2019 in Review

Alera Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in AMTD in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 398 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Alera Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 100 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's TD Ameritrade Holding Corp position peaked at $5K in Q1 2019.
  • 398 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.