EVM
AMTD

Eaton Vance Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Eaton Vance Management’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
-539,596
Closed -$25.2M – 1331
2019
Q3 		$25.2M Buy
539,596
+45,201
+9% +$2.17M 0.05% 275
2019
Q2 		$24.7M Buy
494,395
+78,834
+19% +$4.09M 0.05% 273
2019
Q1 		$20.8M Buy
+415,561
New +$22.5M 0.05% 284

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eaton Vance Management's AMTD Position: Q4 2019 in Review

Eaton Vance Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 539,596 shares — an estimated $25.2M sold.

Eaton Vance Management first reported a position in AMTD in Q1 2019 and held it in 3 quarters. The position peaked at $25.2M in Q3 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Eaton Vance Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Eaton Vance Management sold 539,596 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $25.2M.
  • Eaton Vance Management first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 3 quarters.
  • Eaton Vance Management's TD Ameritrade Holding Corp position peaked at $25.2M in Q3 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Eaton Vance Management's 13F filing for Q4 2019, filed 11 Feb 2020.