Cambridge Investment Research Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Cambridge Investment Research Advisors’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	-7,823	Closed	-$413K	–	2330
2018 Q3	$413K	Buy	7,823 +2,409	+44%	+$137K	﹤0.01%	1567
2018 Q2	$297K	Buy	+5,414	New	+$323K	﹤0.01%	1741
2017 Q1	–	Sell	-5,506	Closed	-$240K	–	1830
2016 Q4	$240K	Buy	+5,506	New	+$214K	﹤0.01%	1401

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambridge Investment Research Advisors's AMTD Position: Q4 2018 in Review

Cambridge Investment Research Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 7,823 shares — an estimated $413K sold.

Cambridge Investment Research Advisors first reported a position in AMTD in Q4 2016 and held it in 3 quarters. The position peaked at $413K in Q3 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

Cambridge Investment Research Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 7,823 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $413K.
Cambridge Investment Research Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 3 quarters.
Cambridge Investment Research Advisors's TD Ameritrade Holding Corp position peaked at $413K in Q3 2018.
375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.