BIM
AMTD

Bridges Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bridges 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
2019
Q3 		– Sell
-4,600
Closed -$230K – 443
2019
Q2 		$230K Sell
4,600
-100
-2% -$5.18K 0.01% 399
2019
Q1 		$235K Buy
4,700
+450
+11% +$24.4K 0.01% 327
2018
Q4 		$208K Buy
+4,250
New +$216K 0.01% 330

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bridges Investment Management's AMTD Position: Q3 2019 in Review

Bridges Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 4,600 shares — an estimated $230K sold.

Bridges Investment Management first reported a position in AMTD in Q4 2018 and held it in 3 quarters. The position peaked at $235K in Q1 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Bridges Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Bridges Investment Management sold 4,600 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $230K.
  • Bridges Investment Management first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 3 quarters.
  • Bridges Investment Management's TD Ameritrade Holding Corp position peaked at $235K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Bridges Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.