DZ Bank
AMTD

DZ Bank’s TD Ameritrade Holding Corp AMTD Stock Holding History

DZ Bank’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
-2,137
Closed -$113K – 834
2018
Q3 		$113K Sell
2,137
-171
-7% -$9.73K ﹤0.01% 717
2018
Q2 		$126K Sell
2,308
-1,313
-36% -$78.2K ﹤0.01% 784
2018
Q1 		$214K Buy
+3,621
New +$205K ﹤0.01% 925
2017
Q2 		– Sell
-329,406
Closed -$12.8M – 1023
2017
Q1 		$12.8M Sell
329,406
-255,000
-44% -$10.9M 0.06% 227
2016
Q4 		$25.5M Buy
+584,406
New +$22.7M 0.12% 172

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

DZ Bank's AMTD Position: Q4 2018 in Review

DZ Bank sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 2,137 shares — an estimated $113K sold.

DZ Bank first reported a position in AMTD in Q4 2016 and held it in 5 quarters. The position peaked at $25.5M in Q4 2016. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • DZ Bank reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • DZ Bank sold 2,137 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $113K.
  • DZ Bank first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 5 quarters.
  • DZ Bank's TD Ameritrade Holding Corp position peaked at $25.5M in Q4 2016.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on DZ Bank's 13F filing for Q4 2018, filed 14 Feb 2019.