HTC
AMTD

Haverford Trust Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

Haverford Trust Company’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
Q4 		– Sell
-4,310
Closed -$201K – 317
2019
Q3 		$201K Sell
4,310
-2,350
-35% -$113K ﹤0.01% 294
2019
Q2 		$332K Buy
6,660
+650
+11% +$33.7K 0.01% 240
2019
Q1 		$300K Buy
6,010
+50
+0.8% +$2.71K 0.01% 244
2018
Q4 		$292K Hold
5,960
– – 0.01% 240
2018
Q3 		$315K Buy
+5,960
New +$339K 0.01% 242

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Haverford Trust Company's AMTD Position: Q4 2019 in Review

Haverford Trust Company sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 4,310 shares — an estimated $201K sold.

Haverford Trust Company first reported a position in AMTD in Q3 2018 and held it in 5 quarters. The position peaked at $332K in Q2 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Haverford Trust Company reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Haverford Trust Company sold 4,310 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $201K.
  • Haverford Trust Company first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 5 quarters.
  • Haverford Trust Company's TD Ameritrade Holding Corp position peaked at $332K in Q2 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Haverford Trust Company's 13F filing for Q4 2019, filed 10 Feb 2020.