AC
AMTD

Avestar Capital’s TD Ameritrade Holding Corp AMTD Stock Holding History

Avestar Capital’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
Q3 		– Sell
-113
Closed -$6K – 1046
2018
Q2 		$6K Buy
113
+11
+11% +$655 ﹤0.01% 554
2018
Q1 		$6K Buy
102
+46
+82% +$2.61K ﹤0.01% 519
2017
Q4 		$2K Buy
+56
New +$2.8K ﹤0.01% 660

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

Avestar Capital's AMTD Position: Q3 2018 in Review

Avestar Capital sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 113 shares — an estimated $6K sold.

Avestar Capital first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Avestar Capital reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Avestar Capital sold 113 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $6K.
  • Avestar Capital first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • Avestar Capital's TD Ameritrade Holding Corp position peaked at $6K in Q2 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Avestar Capital's 13F filing for Q3 2018, filed 23 Oct 2018.