Gideon Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-52,044	Closed	-$2.59M	–	243
2019 Q4	$2.59M	Buy	52,044 +34,716	+200%	+$1.5M	0.89%	19
2019 Q3	$809K	Buy	+17,328	New	+$830K	0.26%	126
2019 Q2	–	Sell	-21,005	Closed	-$1.05M	–	482
2019 Q1	$1.05M	Buy	+21,005	New	+$1.14M	0.38%	69
2018 Q1	–	Sell	-6,645	Closed	-$340K	–	505
2017 Q4	$340K	Buy	+6,645	New	+$332K	0.3%	121
2016 Q4	–	Sell	-58,744	Closed	-$2.07M	–	488
2016 Q3	$2.07M	Buy	+58,744	New	+$1.83M	1.25%	22
2015 Q4	–	Sell	-23,176	Closed	-$738K	–	294
2015 Q3	$738K	Buy	+23,176	New	+$812K	0.43%	91
2015 Q2	–	Sell	-14,488	Closed	-$540K	–	334
2015 Q1	$540K	Sell	14,488 -35,022	-71%	-$1.25M	0.22%	146
2014 Q4	$1.77M	Buy	+49,510	New	+$1.68M	0.83%	33
2014 Q2	–	Sell	-21,806	Closed	-$740K	–	331
2014 Q1	$740K	Buy	+21,806	New	+$713K	0.41%	83

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gideon Capital Advisors's AMTD Position: Q1 2020 in Review

Gideon Capital Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 52,044 shares — an estimated $2.59M sold.

Gideon Capital Advisors first reported a position in AMTD in Q1 2014 and held it in 9 quarters. The position peaked at $2.59M in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Gideon Capital Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 52,044 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $2.59M.
Gideon Capital Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's TD Ameritrade Holding Corp position peaked at $2.59M in Q4 2019.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.