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

FDx 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
2019 Q3	–	Sell	-4,388	Closed	-$219K	–	849
2019 Q2	$219K	Sell	4,388 -1,237	-22%	-$64.1K	0.01%	744
2019 Q1	$281K	Buy	+5,625	New	+$305K	0.01%	619
2018 Q4	–	Sell	-3,858	Closed	-$204K	–	872
2018 Q3	$204K	Sell	3,858 -451	-10%	-$25.7K	0.01%	829
2018 Q2	$236K	Sell	4,309 -4,325	-50%	-$258K	0.01%	804
2018 Q1	$511K	Buy	+8,634	New	+$490K	0.02%	749
2016 Q1	–	Sell	-5,830	Closed	-$202K	–	970
2015 Q4	$202K	Buy	+5,830	New	+$203K	0.01%	820

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

FDx Advisors's AMTD Position: Q3 2019 in Review

FDx Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 4,388 shares — an estimated $219K sold.

FDx Advisors first reported a position in AMTD in Q4 2015 and held it in 6 quarters. The position peaked at $511K in Q1 2018. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

FDx Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 4,388 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $219K.
FDx Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 6 quarters.
FDx Advisors's TD Ameritrade Holding Corp position peaked at $511K in Q1 2018.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.