CA
AMTD

Cetera Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Cetera 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
-9,237
Closed -$494K – 1000
2018
Q3 		$494K Buy
9,237
+3,367
+57% +$192K 0.02% 569
2018
Q2 		$322K Buy
5,870
+349
+6% +$20.8K 0.02% 643
2018
Q1 		$327K Buy
+5,521
New +$313K 0.02% 578

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cetera Advisors's AMTD Position: Q4 2018 in Review

Cetera Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 9,237 shares — an estimated $494K sold.

Cetera Advisors first reported a position in AMTD in Q1 2018 and held it in 3 quarters. The position peaked at $494K in Q3 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Cetera Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • Cetera Advisors sold 9,237 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $494K.
  • Cetera Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 3 quarters.
  • Cetera Advisors's TD Ameritrade Holding Corp position peaked at $494K in Q3 2018.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Cetera Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.