HI
AMTD

Hendershot Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Hendershot Investments’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
-132,480
Closed -$6.19M – 84
2019
Q3 		$6.19M Buy
132,480
+26,000
+24% +$1.25M 1.98% 20
2019
Q2 		$5.32M Buy
+106,480
New +$5.52M 1.74% 26

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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hendershot Investments's AMTD Position: Q4 2019 in Review

Hendershot Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 132,480 shares — an estimated $6.19M sold.

Hendershot Investments first reported a position in AMTD in Q2 2019 and held it in 2 quarters. The position peaked at $6.19M in Q3 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Hendershot Investments reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Hendershot Investments sold 132,480 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $6.19M.
  • Hendershot Investments first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 2 quarters.
  • Hendershot Investments's TD Ameritrade Holding Corp position peaked at $6.19M in Q3 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Hendershot Investments's 13F filing for Q4 2019, filed 3 Feb 2020.