Bessemer Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bessemer Group’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 Q1	–	Sell	-28,102	Closed	-$1.4M	–	1770
2019 Q4	$1.4M	Sell	28,102 -300	-1%	-$13K	﹤0.01%	668
2019 Q3	$1.33M	Buy	+28,402	New	+$1.36M	﹤0.01%	630
2019 Q2	–	Sell	-102	Closed	-$5K	–	1892
2019 Q1	$5K	Hold	102	–	–	﹤0.01%	1611
2018 Q4	$5K	Buy	+102	New	+$5.19K	﹤0.01%	1798
2018 Q2	–	Sell	-831	Closed	-$49K	–	1827
2018 Q1	$49K	Buy	+831	New	+$47.1K	﹤0.01%	1240
2017 Q4	–	Sell	-913	Closed	-$45K	–	1863
2017 Q3	$45K	Sell	913 -24,172	-96%	-$1.08M	﹤0.01%	1315
2017 Q2	$1.08M	Buy	25,085 +25,034	+49,086%	+$972K	﹤0.01%	642
2017 Q1	$2K	Hold	51	–	–	﹤0.01%	1695
2016 Q4	$2K	Buy	+51	New	+$1.98K	﹤0.01%	1874
2015 Q4	–	Sell	-50	Closed	-$2K	–	1778
2015 Q3	$2K	Buy	+50	New	+$1.75K	﹤0.01%	1498

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group's AMTD Position: Q1 2020 in Review

Bessemer Group sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 28,102 shares — an estimated $1.4M sold.

Bessemer Group first reported a position in AMTD in Q3 2015 and held it in 10 quarters. The position peaked at $1.4M in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Bessemer Group reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Bessemer Group sold 28,102 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.4M.
Bessemer Group first reported a position in TD Ameritrade Holding Corp in Q3 2015 and held it in 10 quarters.
Bessemer Group's TD Ameritrade Holding Corp position peaked at $1.4M in Q4 2019.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Bessemer Group's 13F filing for Q1 2020, filed 30 Apr 2020.