CCM
AMTD

Copeland Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Copeland Capital Management’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
-35
Closed -$2K – 316
2019
Q4 		$2K Hold
35
– – ﹤0.01% 266
2019
Q3 		$2K Hold
35
– – ﹤0.01% 262
2019
Q2 		$2K Hold
35
– – ﹤0.01% 262
2019
Q1 		$2K Hold
35
– – ﹤0.01% 244
2018
Q4 		$2K Buy
+35
New +$1.78K ﹤0.01% 250

Other funds holding AMTD

Toronto Dominion Bank
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T. Rowe Price Associates
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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Copeland Capital Management's AMTD Position: Q1 2020 in Review

Copeland Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in AMTD in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Copeland Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 35 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $2K.
  • Copeland Capital Management first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 5 quarters.
  • Copeland Capital Management's TD Ameritrade Holding Corp position peaked at $2K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.