DSN
AMTD

D. Scott Neal’s TD Ameritrade Holding Corp AMTD Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-400
Closed -$24K – 177
2018
Q1 		$24K Hold
400
– – 0.01% 111
2017
Q4 		$20K Hold
400
– – 0.01% 114
2017
Q3 		$20K Hold
400
– – 0.01% 119
2017
Q2 		$17K Sell
400
-800
-67% -$31.1K 0.01% 130
2017
Q1 		$47K Hold
1,200
– – 0.03% 83
2016
Q4 		$52K Hold
1,200
– – 0.04% 76
2016
Q3 		$42K Hold
1,200
– – 0.03% 77
2016
Q2 		$34K Buy
1,200
+400
+50% +$12.2K 0.03% 77
2016
Q1 		$25K Buy
+800
New +$23.6K 0.02% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D. Scott Neal's AMTD Position: Q2 2018 in Review

D. Scott Neal sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 400 shares — an estimated $24K sold.

D. Scott Neal first reported a position in AMTD in Q1 2016 and held it in 9 quarters. The position peaked at $52K in Q4 2016. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • D. Scott Neal reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 400 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $24K.
  • D. Scott Neal first reported a position in TD Ameritrade Holding Corp in Q1 2016 and held it in 9 quarters.
  • D. Scott Neal's TD Ameritrade Holding Corp position peaked at $52K in Q4 2016.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.