Carson Wealth (CWM LLC)
AMTD

Carson Wealth (CWM LLC)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-20
Closed -$1K – 1812
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1369
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1425
2017
Q3 		$1K Hold
20
– – ﹤0.01% 1437
2017
Q2 		$1K Buy
+20
New +$777 ﹤0.01% 1165

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMTD Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AMTD in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Carson Wealth (CWM LLC) reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in TD Ameritrade Holding Corp in Q2 2017 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s TD Ameritrade Holding Corp position peaked at $1K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.