DLA
AMTD

Douglas Lane & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Douglas Lane & Associates’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
Q4 		– Sell
-5,315
Closed -$248K – 218
2019
Q3 		$248K Sell
5,315
-96,150
-95% -$4.61M ﹤0.01% 195
2019
Q2 		$5.07M Sell
101,465
-60,575
-37% -$3.14M 0.1% 109
2019
Q1 		$8.1M Sell
162,040
-50,965
-24% -$2.76M 0.17% 104
2018
Q4 		$10.4M Sell
213,005
-25,773
-11% -$1.31M 0.25% 96
2018
Q3 		$12.6M Sell
238,778
-6,489
-3% -$369K 0.25% 90
2018
Q2 		$13.4M Sell
245,267
-41,170
-14% -$2.45M 0.28% 89
2018
Q1 		$17M Sell
286,437
-21,449
-7% -$1.22M 0.37% 86
2017
Q4 		$15.7M Sell
307,886
-11,859
-4% -$593K 0.33% 88
2017
Q3 		$15.6M Buy
319,745
+620
+0.2% +$27.8K 0.36% 86
2017
Q2 		$13.7M Buy
319,125
+10,335
+3% +$401K 0.32% 86
2017
Q1 		$12M Buy
308,790
+19,580
+7% +$834K 0.3% 89
2016
Q4 		$12.6M Buy
289,210
+2,565
+0.9% +$99.6K 0.32% 89
2016
Q3 		$10.1M Buy
286,645
+28,250
+11% +$880K 0.27% 96
2016
Q2 		$7.36M Sell
258,395
-1,445
-0.6% -$44K 0.21% 108
2016
Q1 		$8.19M Buy
+259,840
New +$7.65M 0.22% 109

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Douglas Lane & Associates's AMTD Position: Q4 2019 in Review

Douglas Lane & Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 5,315 shares — an estimated $248K sold.

Douglas Lane & Associates first reported a position in AMTD in Q1 2016 and held it in 15 quarters. The position peaked at $17M in Q1 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Douglas Lane & Associates reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Douglas Lane & Associates sold 5,315 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $248K.
  • Douglas Lane & Associates first reported a position in TD Ameritrade Holding Corp in Q1 2016 and held it in 15 quarters.
  • Douglas Lane & Associates's TD Ameritrade Holding Corp position peaked at $17M in Q1 2018.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Douglas Lane & Associates's 13F filing for Q4 2019, filed 27 Jan 2020.