CA
AMTD

Calton & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Calton & Associates’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
Q1 		– Sell
-98
Closed -$5K – 1414
2017
Q4 		$5K Buy
+98
New +$4.9K ﹤0.01% 1271

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Calton & Associates's AMTD Position: Q1 2018 in Review

Calton & Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2018, closing a stake of 98 shares — an estimated $5K sold.

Calton & Associates first reported a position in AMTD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 379 funds tracked by Wall St. Rank hold AMTD as of Q1 2018.

  • Calton & Associates reported no remaining TD Ameritrade Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 98 TD Ameritrade Holding Corp shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's TD Ameritrade Holding Corp position peaked at $5K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.