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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Family Management's AMTD Position: Q1 2019 in Review

Family Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2019, closing a stake of 72,638 shares — an estimated $3.56M sold.

Family Management first reported a position in AMTD in Q2 2015 and held it in 5 quarters. The position peaked at $3.98M in Q2 2018. 438 funds tracked by Wall St. Rank hold AMTD as of Q1 2019.

Family Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2019 after selling out during the quarter.
Family Management sold 72,638 TD Ameritrade Holding Corp shares in Q1 2019, an estimated $3.56M.
Family Management first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 5 quarters.
Family Management's TD Ameritrade Holding Corp position peaked at $3.98M in Q2 2018.
438 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2019.

Based on Family Management's 13F filing for Q1 2019, filed 14 May 2019.