BFIM
AMTD

Beese Fulmer Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-166
Closed -$6K – 602
2020
Q2 		$6K Buy
+166
New +$6.25K ﹤0.01% 521

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Beese Fulmer Investment Management's AMTD Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 166 shares — an estimated $6K sold.

Beese Fulmer Investment Management first reported a position in AMTD in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 166 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $6K.
  • Beese Fulmer Investment Management first reported a position in TD Ameritrade Holding Corp in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's TD Ameritrade Holding Corp position peaked at $6K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.