EP
AMTD

Elkfork Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Elkfork Partners’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
Q3 		$912K Buy
19,516
+9,352
+92% +$448K 0.02% 408
2019
Q2 		$507K Buy
+10,164
New +$527K 0.01% 573

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Elkfork Partners's AMTD Position: Q3 2019 in Review

Elkfork Partners increased its TD Ameritrade Holding Corp (AMTD) stake by 92% in Q3 2019, buying an estimated $448K and bringing the position to 19,516 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #408.

Elkfork Partners first reported a position in AMTD in Q2 2019 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Elkfork Partners held 19,516 shares of TD Ameritrade Holding Corp worth $912K as of Q3 2019.
  • Elkfork Partners bought 9,352 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $448K.
  • TD Ameritrade Holding Corp made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #408 holding.
  • Elkfork Partners first reported a position in TD Ameritrade Holding Corp in Q2 2019 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.