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AMTD

BOK Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

BOK Financial’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
2019
Q4 		– Sell
-12,330
Closed -$576K – 961
2019
Q3 		$576K Buy
12,330
+754
+7% +$36.1K 0.01% 638
2019
Q2 		$578K Sell
11,576
-94
-0.8% -$4.87K 0.01% 632
2019
Q1 		$583K Buy
11,670
+1,163
+11% +$63K 0.01% 639
2018
Q4 		$515K Sell
10,507
-356
-3% -$18.1K 0.01% 609
2018
Q3 		$574K Buy
10,863
+3,652
+51% +$208K 0.01% 644
2018
Q2 		$395K Buy
7,211
+3,621
+101% +$216K 0.01% 727
2018
Q1 		$212K Buy
+3,590
New +$204K 0.01% 848

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BOK Financial's AMTD Position: Q4 2019 in Review

BOK Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 12,330 shares — an estimated $576K sold.

BOK Financial first reported a position in AMTD in Q1 2018 and held it in 7 quarters. The position peaked at $583K in Q1 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • BOK Financial reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • BOK Financial sold 12,330 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $576K.
  • BOK Financial first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 7 quarters.
  • BOK Financial's TD Ameritrade Holding Corp position peaked at $583K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on BOK Financial's 13F filing for Q4 2019, filed 12 Feb 2020.