FANJ
AMTD

Financial Architects (New Jersey)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-184
Closed -$8K – 1652
2017
Q2 		$8K Sell
184
-350
-66% -$13.6K ﹤0.01% 1196
2017
Q1 		$21K Buy
534
+184
+53% +$7.83K ﹤0.01% 930
2016
Q4 		$15K Hold
350
– – ﹤0.01% 920
2016
Q3 		$12K Sell
350
-200
-36% -$6.23K ﹤0.01% 967
2016
Q2 		$16K Buy
+550
New +$16.7K ﹤0.01% 858

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

Financial Architects (New Jersey)'s AMTD Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2017, closing a stake of 184 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in AMTD in Q2 2016 and held it in 5 quarters. The position peaked at $21K in Q1 2017. 294 funds tracked by Wall St. Rank hold AMTD as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining TD Ameritrade Holding Corp position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 184 TD Ameritrade Holding Corp shares in Q3 2017, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in TD Ameritrade Holding Corp in Q2 2016 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s TD Ameritrade Holding Corp position peaked at $21K in Q1 2017.
  • 294 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.