Chartwell Investment Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
– Sell
-43,323
Closed -$2.12M – 473
2018
Q4
$2.12M Sell
43,323
-155
-0.4% -$7.89K 0.07% 323
2018
Q3
$2.3M Sell
43,478
-1,965
-4% -$112K 0.07% 360
2018
Q2
$2.49M Buy
+45,443
New +$2.71M 0.07% 329

Other funds holding AMTD

Chartwell Investment Partners's AMTD Position: Q1 2019 in Review

Chartwell Investment Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2019, closing a stake of 43,323 shares — an estimated $2.12M sold.

Chartwell Investment Partners first reported a position in AMTD in Q2 2018 and held it in 3 quarters. The position peaked at $2.49M in Q2 2018. 438 funds tracked by Wall St. Rank hold AMTD as of Q1 2019.

  • Chartwell Investment Partners reported no remaining TD Ameritrade Holding Corp position as of Q1 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 43,323 TD Ameritrade Holding Corp shares in Q1 2019, an estimated $2.12M.
  • Chartwell Investment Partners first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 3 quarters.
  • Chartwell Investment Partners's TD Ameritrade Holding Corp position peaked at $2.49M in Q2 2018.
  • 438 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2019.

Based on Chartwell Investment Partners's 13F filing for Q1 2019, filed 11 Apr 2019.