Cresset Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Cresset Asset 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
2019 Q2	–	Sell	-943	Closed	-$47K	–	1986
2019 Q1	$47K	Buy	943 +863	+1,079%	+$46.8K	﹤0.01%	810
2018 Q4	$4K	Buy	+80	New	+$4.07K	﹤0.01%	1142

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cresset Asset Management's AMTD Position: Q2 2019 in Review

Cresset Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 943 shares — an estimated $47K sold.

Cresset Asset Management first reported a position in AMTD in Q4 2018 and held it in 2 quarters. The position peaked at $47K in Q1 2019. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

Cresset Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 943 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $47K.
Cresset Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's TD Ameritrade Holding Corp position peaked at $47K in Q1 2019.
397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.