Crossmark Global Holdings’s TD Ameritrade Holding Corp AMTD Stock Holding History

Crossmark Global Holdings’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
2018 Q4	–	Sell	-6,047	Closed	-$319K	–	1601
2018 Q3	$319K	Buy	6,047 +860	+17%	+$48.9K	0.01%	1271
2018 Q2	$284K	Sell	5,187 -790	-13%	-$47.1K	0.01%	1342
2018 Q1	$354K	Sell	5,977 -1,467	-20%	-$83.2K	0.01%	1150
2017 Q4	$381K	Buy	7,444 +137	+2%	+$6.85K	0.01%	1203
2017 Q3	$357K	Buy	+7,307	New	+$328K	0.01%	1187
2016 Q3	$357K	Buy	+7,307	New	+$228K	0.01%	1187

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

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

Janus Henderson Group London $209B AUM 37.72% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crossmark Global Holdings's AMTD Position: Q4 2018 in Review

Crossmark Global Holdings sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 6,047 shares — an estimated $319K sold.

Crossmark Global Holdings first reported a position in AMTD in Q3 2016 and held it in 6 quarters. The position peaked at $381K in Q4 2017. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

Crossmark Global Holdings reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 6,047 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $319K.
Crossmark Global Holdings first reported a position in TD Ameritrade Holding Corp in Q3 2016 and held it in 6 quarters.
Crossmark Global Holdings's TD Ameritrade Holding Corp position peaked at $381K in Q4 2017.
375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.