Haverford Financial Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Haverford Financial Services’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	-12,640	Closed	-$631K	–	72
2019 Q2	$631K	Buy	12,640 +2,500	+25%	+$130K	0.22%	48
2019 Q1	$507K	Sell	10,140 -2,260	-18%	-$122K	0.18%	48
2018 Q4	$607K	Buy	12,400 +1,900	+18%	+$96.7K	0.25%	44
2018 Q3	$555K	Buy	10,500 +4,000	+62%	+$228K	0.2%	51
2018 Q2	$356K	Buy	+6,500	New	+$387K	0.13%	56

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

Haverford Financial Services's AMTD Position: Q3 2019 in Review

Haverford Financial Services sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 12,640 shares — an estimated $631K sold.

Haverford Financial Services first reported a position in AMTD in Q2 2018 and held it in 5 quarters. The position peaked at $631K in Q2 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

Haverford Financial Services reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
Haverford Financial Services sold 12,640 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $631K.
Haverford Financial Services first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 5 quarters.
Haverford Financial Services's TD Ameritrade Holding Corp position peaked at $631K in Q2 2019.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Haverford Financial Services's 13F filing for Q3 2019, filed 4 Nov 2019.