Family Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Family 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 Q1	–	Sell	-72,638	Closed	-$3.56M	–	152
2018 Q4	$3.56M	Hold	72,638	–	–	1.49%	16
2018 Q3	$3.84M	Hold	72,638	–	–	2.24%	20
2018 Q2	$3.98M	Buy	+72,638	New	+$4.33M	2.47%	18
2015 Q4	–	Sell	-72,668	Closed	-$2.31M	–	95
2015 Q3	$2.31M	Hold	72,668	–	–	1.02%	34
2015 Q2	$2.68M	Buy	+72,668	New	+$2.7M	1.1%	35

Other funds holding AMTD

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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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Citigroup New York $157B 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return