CGH
AMTD

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 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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.