EA
AMTD

Edge Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Edge Advisors’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 		$10K Hold
200
– – ﹤0.01% 711
2018
Q1 		$11K Hold
200
– – ﹤0.01% 707
2017
Q4 		$10K Hold
200
– – ﹤0.01% 745
2017
Q3 		$9K Hold
200
– – ﹤0.01% 733
2017
Q2 		$8K Hold
200
– – ﹤0.01% 760
2017
Q1 		$7K Sell
200
-550
-73% -$23.4K ﹤0.01% 795
2016
Q4 		$32K Buy
+750
New +$29.1K ﹤0.01% 544

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

Edge Advisors's AMTD Position: Q2 2018 in Review

Edge Advisors held its TD Ameritrade Holding Corp (AMTD) position steady in Q2 2018 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Edge Advisors first reported a position in AMTD in Q4 2016 and has held it in 7 quarters since. The position peaked at $32K in Q4 2016. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Edge Advisors held 200 shares of TD Ameritrade Holding Corp worth $10K as of Q2 2018.
  • Edge Advisors left its TD Ameritrade Holding Corp share count unchanged in Q2 2018.
  • TD Ameritrade Holding Corp made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #711 holding.
  • Edge Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's TD Ameritrade Holding Corp position peaked at $32K in Q4 2016.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.