Artisan Partners
AMTD

Artisan Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Artisan Partners’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
Q3 		– Sell
-163,465
Closed -$8.16M – 309
2019
Q2 		$8.16M Sell
163,465
-1,675,691
-91% -$86.9M 0.02% 264
2019
Q1 		$91.9M Sell
1,839,156
-1,207,407
-40% -$65.4M 0.18% 118
2018
Q4 		$149M Sell
3,046,563
-1,530,421
-33% -$77.9M 0.34% 73
2018
Q3 		$242M Sell
4,576,984
-217,437
-5% -$12.4M 0.46% 59
2018
Q2 		$263M Sell
4,794,421
-109,448
-2% -$6.52M 0.53% 54
2018
Q1 		$290M Buy
4,903,869
+1,636,617
+50% +$92.8M 0.59% 48
2017
Q4 		$167M Sell
3,267,252
-313,310
-9% -$15.7M 0.32% 94
2017
Q3 		$175M Sell
3,580,562
-248,834
-6% -$11.2M 0.32% 90
2017
Q2 		$165M Sell
3,829,396
-61,300
-2% -$2.38M 0.31% 98
2017
Q1 		$151M Buy
3,890,696
+744,979
+24% +$31.7M 0.3% 106
2016
Q4 		$137M Buy
+3,145,717
New +$122M 0.28% 111
2016
Q3 		– Sell
-1,652,855
Closed -$47.1M – 285
2016
Q2 		$47.1M Sell
1,652,855
-5,436,335
-77% -$165M 0.1% 170
2016
Q1 		$224M Sell
7,089,190
-1,753,569
-20% -$51.6M 0.47% 65
2015
Q4 		$307M Sell
8,842,759
-319,075
-3% -$11.1M 0.6% 45
2015
Q3 		$292M Sell
9,161,834
-223,417
-2% -$7.83M 0.59% 44
2015
Q2 		$346M Sell
9,385,251
-361,816
-4% -$13.4M 0.64% 41
2015
Q1 		$363M Buy
9,747,067
+673,666
+7% +$24M 0.65% 44
2014
Q4 		$325M Buy
9,073,401
+8,053,292
+789% +$273M 0.56% 53
2014
Q3 		$34M Buy
+1,020,109
New +$33M 0.06% 229

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners's AMTD Position: Q3 2019 in Review

Artisan Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 163,465 shares — an estimated $8.16M sold.

Artisan Partners first reported a position in AMTD in Q3 2014 and held it in 19 quarters. The position peaked at $363M in Q1 2015. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Artisan Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Artisan Partners sold 163,465 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $8.16M.
  • Artisan Partners first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 19 quarters.
  • Artisan Partners's TD Ameritrade Holding Corp position peaked at $363M in Q1 2015.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Artisan Partners's 13F filing for Q3 2019, filed 12 Nov 2019.