CAW
AMTD

Cornerstone Advisors (Washington)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-765
Closed -$38K – 1493
2019
Q2 		$38K Buy
765
+45
+6% +$2.33K ﹤0.01% 475
2019
Q1 		$36K Hold
720
– – ﹤0.01% 470
2018
Q4 		$35K Buy
720
+11
+2% +$560 0.01% 387
2018
Q3 		$37K Buy
709
+25
+4% +$1.42K 0.02% 387
2018
Q2 		$37K Hold
684
– – 0.03% 378
2018
Q1 		$41K Hold
684
– – 0.03% 336
2017
Q4 		$35K Buy
684
+11
+2% +$550 0.02% 358
2017
Q3 		$33K Hold
673
– – 0.02% 356
2017
Q2 		$29K Buy
673
+10
+2% +$388 0.02% 408
2017
Q1 		$26K Hold
663
– – 0.01% 434
2016
Q4 		$29K Hold
663
– – 0.02% 389
2016
Q3 		$23K Buy
663
+610
+1,151% +$19K 0.02% 450
2016
Q2 		$2K Hold
53
– – ﹤0.01% 776
2016
Q1 		$2K Sell
53
-56
-51% -$1.65K ﹤0.01% 778
2015
Q4 		$4K Hold
109
– – ﹤0.01% 628
2015
Q3 		$3K Buy
109
+4
+4% +$140 ﹤0.01% 672
2015
Q2 		$4K Hold
105
– – ﹤0.01% 486
2015
Q1 		$4K Buy
105
+40
+62% +$1.42K ﹤0.01% 500
2014
Q4 		$2K Hold
65
– – ﹤0.01% 645
2014
Q3 		$2K Buy
65
+12
+23% +$388 ﹤0.01% 470
2014
Q2 		$2K Buy
53
+36
+212% +$1.12K ﹤0.01% 510
2014
Q1 		$1K Buy
+17
New +$556 ﹤0.01% 572

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AMTD Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 765 shares — an estimated $38K sold.

Cornerstone Advisors (Washington) first reported a position in AMTD in Q1 2014 and held it in 22 quarters. The position peaked at $41K in Q1 2018. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 765 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $38K.
  • Cornerstone Advisors (Washington) first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 22 quarters.
  • Cornerstone Advisors (Washington)'s TD Ameritrade Holding Corp position peaked at $41K in Q1 2018.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.