Brinker Capital Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Brinker Capital Investments’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	-249	Closed	-$12K	–	815
2019 Q4	$12K	Hold	249	–	–	﹤0.01%	553
2019 Q3	$12K	Sell	249 -1,710	-87%	-$81.9K	﹤0.01%	557
2019 Q2	$98K	Buy	1,959 +1,611	+463%	+$83.5K	﹤0.01%	484
2019 Q1	$17K	Buy	348 +99	+40%	+$5.36K	﹤0.01%	577
2018 Q4	$12K	Hold	249	–	–	﹤0.01%	491
2018 Q3	$13K	Hold	249	–	–	﹤0.01%	460
2018 Q2	$14K	Hold	249	–	–	﹤0.01%	472
2018 Q1	$15K	Hold	249	–	–	﹤0.01%	438
2017 Q4	$13K	Hold	249	–	–	﹤0.01%	430
2017 Q3	$12K	Buy	+249	New	+$11.2K	﹤0.01%	430
2016 Q1	–	Sell	-6	Closed	–	–	736
2015 Q4	$0	Buy	+6	New	+$208	﹤0.01%	774

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

Brinker Capital Investments's AMTD Position: Q1 2020 in Review

Brinker Capital Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 249 shares — an estimated $12K sold.

Brinker Capital Investments first reported a position in AMTD in Q4 2015 and held it in 11 quarters. The position peaked at $98K in Q2 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Brinker Capital Investments reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 249 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $12K.
Brinker Capital Investments first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 11 quarters.
Brinker Capital Investments's TD Ameritrade Holding Corp position peaked at $98K in Q2 2019.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.