Capital Fund Management (CFM)
AMTD

Capital Fund Management (CFM)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Capital Fund Management (CFM)’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
-6,200
Closed -$328K – 2337
2018
Q3 		$328K Sell
6,200
-20,300
-77% -$1.15M ﹤0.01% 1735
2018
Q2 		$1.45M Sell
26,500
-73,300
-73% -$4.37M 0.01% 1206
2018
Q1 		$5.91M Buy
99,800
+93,800
+1,563% +$5.32M 0.04% 627
2017
Q4 		$307K Buy
+6,000
New +$300K ﹤0.01% 1622
2017
Q3 		– Sell
-7,700
Closed -$331K – 1826
2017
Q2 		$331K Sell
7,700
-15,100
-66% -$586K ﹤0.01% 1241
2017
Q1 		$886K Buy
22,800
+8,400
+58% +$358K 0.01% 962
2016
Q4 		$628K Buy
+14,400
New +$559K 0.01% 1179
2015
Q1 		– Sell
-8,700
Closed -$311K – 1840
2014
Q4 		$311K Sell
8,700
-11,300
-57% -$383K ﹤0.01% 1329
2014
Q3 		$667K Sell
20,000
-89,800
-82% -$2.91M 0.01% 1061
2014
Q2 		$3.44M Sell
109,800
-10,400
-9% -$322K 0.04% 538
2014
Q1 		$4.08M Sell
120,200
-316,900
-73% -$10.4M 0.05% 440
2013
Q4 		$13.4M Sell
437,100
-53,100
-11% -$1.51M 0.17% 132
2013
Q3 		$12.8M Buy
+490,200
New +$13M 0.18% 142

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Fund Management (CFM)'s AMTD Position: Q4 2019 in Review

Capital Fund Management (CFM) sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 160,151 shares — an estimated $6.94M sold.

Capital Fund Management (CFM) first reported a position in AMTD in Q3 2013 and held it in 17 quarters. The position peaked at $9.96M in Q3 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Capital Fund Management (CFM) reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 160,151 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $6.94M.
  • Capital Fund Management (CFM) first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 17 quarters.
  • Capital Fund Management (CFM)'s TD Ameritrade Holding Corp position peaked at $9.96M in Q3 2018.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2019, filed 13 Feb 2020.