APP
AMTD

Avantax Planning Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-201
Closed -$11K – 1368
2018
Q3 		$11K Buy
+201
New +$11.4K ﹤0.01% 866
2018
Q2 		– Sell
-319
Closed -$19K – 1714
2018
Q1 		$19K Buy
+319
New +$18.1K ﹤0.01% 805

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Avantax Planning Partners's AMTD Position: Q4 2018 in Review

Avantax Planning Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 201 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in AMTD in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Avantax Planning Partners reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 201 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's TD Ameritrade Holding Corp position peaked at $19K in Q1 2018.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.