Checchi Capital Advisers’s TD Ameritrade Holding Corp AMTD Stock Holding History

Checchi Capital Advisers’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
2020 Q1	–	Sell	-4,577	Closed	-$227K	–	474
2019 Q4	$227K	Sell	4,577 -75	-2%	-$3.25K	0.03%	382
2019 Q3	$217K	Buy	4,652 +176	+4%	+$8.43K	0.03%	380
2019 Q2	$223K	Buy	4,476 +477	+12%	+$24.7K	0.03%	363
2019 Q1	$200K	Sell	3,999 -233	-6%	-$12.6K	0.02%	395
2018 Q4	$207K	Sell	4,232 -540	-11%	-$27.5K	0.03%	336
2018 Q3	$252K	Buy	4,772 +99	+2%	+$5.63K	0.03%	352
2018 Q2	$256K	Buy	4,673 +21	+0.5%	+$1.25K	0.03%	334
2018 Q1	$276K	Buy	+4,652	New	+$264K	0.04%	315
2016 Q3	–	Sell	-4,639	Closed	-$132K	–	1380
2016 Q2	$132K	Sell	4,639 -529	-10%	-$16.1K	0.02%	471
2016 Q1	$163K	Buy	+5,168	New	+$152K	0.04%	409

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Checchi Capital Advisers's AMTD Position: Q1 2020 in Review

Checchi Capital Advisers sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 4,577 shares — an estimated $227K sold.

Checchi Capital Advisers first reported a position in AMTD in Q1 2016 and held it in 10 quarters. The position peaked at $276K in Q1 2018. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Checchi Capital Advisers reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Checchi Capital Advisers sold 4,577 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $227K.
Checchi Capital Advisers first reported a position in TD Ameritrade Holding Corp in Q1 2016 and held it in 10 quarters.
Checchi Capital Advisers's TD Ameritrade Holding Corp position peaked at $276K in Q1 2018.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Checchi Capital Advisers's 13F filing for Q1 2020, filed 7 May 2020.