CIP
AMTD

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

Chartwell Investment Partners’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
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

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

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.