AIM
AMTD

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

Assured 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
2018
Q1 		– Sell
-31,135
Closed -$1.59M – 1266
2017
Q4 		$1.59M Buy
+31,135
New +$1.56M 0.03% 391
2017
Q1 		– Sell
-2,725
Closed -$119K – 766
2016
Q4 		$119K Buy
+2,725
New +$106K ﹤0.01% 538
2016
Q1 		– Sell
-1,406
Closed -$49K – 760
2015
Q4 		$49K Buy
+1,406
New +$48.8K ﹤0.01% 582

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Assured Investment Management's AMTD Position: Q1 2018 in Review

Assured Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2018, closing a stake of 31,135 shares — an estimated $1.59M sold.

Assured Investment Management first reported a position in AMTD in Q4 2015 and held it in 3 quarters. The position peaked at $1.59M in Q4 2017. 379 funds tracked by Wall St. Rank hold AMTD as of Q1 2018.

  • Assured Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Assured Investment Management sold 31,135 TD Ameritrade Holding Corp shares in Q1 2018, an estimated $1.59M.
  • Assured Investment Management first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 3 quarters.
  • Assured Investment Management's TD Ameritrade Holding Corp position peaked at $1.59M in Q4 2017.
  • 379 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2018.

Based on Assured Investment Management's 13F filing for Q1 2018, filed 14 May 2018.