BCM
AMTD

Brasada Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Brasada Capital 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
2018
Q4 		– Sell
-228
Closed -$14K – 398
2018
Q3 		$14K Buy
+228
New +$13K ﹤0.01% 269

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BlackRock
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Citigroup
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Fidelity Investments
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Baillie Gifford & Co
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Boston Partners
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Brasada Capital Management's AMTD Position: Q4 2018 in Review

Brasada Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 228 shares — an estimated $14K sold.

Brasada Capital Management first reported a position in AMTD in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Brasada Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • Brasada Capital Management sold 228 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $14K.
  • Brasada Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 1 quarter.
  • Brasada Capital Management's TD Ameritrade Holding Corp position peaked at $14K in Q3 2018.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Brasada Capital Management's 13F filing for Q4 2018, filed 5 Feb 2019.