GTAM
AMTD

Global Trust Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Global Trust Asset 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
2018
Q3 		– Sell
-5,422
Closed -$297K – 470
2018
Q2 		$297K Sell
5,422
-3,690
-40% -$220K 0.22% 108
2018
Q1 		$540K Buy
9,112
+5,612
+160% +$318K 0.43% 69
2017
Q4 		$179K Buy
+3,500
New +$175K 0.13% 149

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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Global Trust Asset Management's AMTD Position: Q3 2018 in Review

Global Trust Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 5,422 shares — an estimated $297K sold.

Global Trust Asset Management first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $540K in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Global Trust Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Global Trust Asset Management sold 5,422 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $297K.
  • Global Trust Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • Global Trust Asset Management's TD Ameritrade Holding Corp position peaked at $540K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Global Trust Asset Management's 13F filing for Q3 2018, filed 16 Oct 2018.