HighTower Advisors
AMTD

HighTower Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

HighTower 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
2019
Q4 		– Sell
-62,667
Closed -$2.92M – 2606
2019
Q3 		$2.92M Buy
62,667
+1,446
+2% +$69.3K 0.02% 760
2019
Q2 		$3M Buy
61,221
+5,482
+10% +$284K 0.02% 748
2019
Q1 		$2.73M Buy
55,739
+666
+1% +$36.1K 0.02% 734
2018
Q4 		$2.69M Buy
55,073
+520
+1% +$26.5K 0.02% 651
2018
Q3 		$2.88M Buy
54,553
+2,106
+4% +$120K 0.02% 712
2018
Q2 		$2.88M Buy
52,447
+1,215
+2% +$72.4K 0.02% 714
2018
Q1 		$3.03M Buy
51,232
+2,151
+4% +$122K 0.03% 656
2017
Q4 		$2.51M Buy
49,081
+1,489
+3% +$74.4K 0.02% 745
2017
Q3 		$2.32M Buy
47,592
+165
+0.3% +$7.4K 0.02% 769
2017
Q2 		$2.04M Sell
47,427
-1,600
-3% -$62.1K 0.02% 793
2017
Q1 		$1.9M Buy
49,027
+20,716
+73% +$882K 0.02% 776
2016
Q4 		$1.24M Sell
28,311
-820
-3% -$31.8K 0.01% 887
2016
Q3 		$1.03M Sell
29,131
-26,916
-48% -$839K 0.01% 899
2016
Q2 		$1.6M Sell
56,047
-2,061
-4% -$62.7K 0.02% 699
2016
Q1 		$1.82M Buy
+58,108
New +$1.71M 0.01% 759
2015
Q4 		– Sell
-59,281
Closed -$1.89M – 2166
2015
Q3 		$1.89M Sell
59,281
-55
-0.1% -$1.93K 0.03% 638
2015
Q2 		$2.19M Buy
59,336
+1,221
+2% +$45.4K 0.04% 513
2015
Q1 		$2.17M Sell
58,115
-1,016
-2% -$36.1K 0.03% 558
2014
Q4 		$2.12M Buy
59,131
+362
+0.6% +$12.3K 0.03% 565
2014
Q3 		$1.96M Buy
58,769
+1,103
+2% +$35.7K 0.03% 568
2014
Q2 		$1.81M Buy
57,666
+284
+0.5% +$8.8K 0.03% 590
2014
Q1 		$1.95M Buy
57,382
+3,858
+7% +$126K 0.04% 522
2013
Q4 		$1.64M Buy
53,524
+3,590
+7% +$102K 0.03% 539
2013
Q3 		$1.33M Buy
49,934
+11,122
+29% +$296K 0.03% 541
2013
Q2 		$943K Buy
+38,812
New +$843K 0.03% 618

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 $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors's AMTD Position: Q4 2019 in Review

HighTower Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 62,667 shares — an estimated $2.92M sold.

HighTower Advisors first reported a position in AMTD in Q2 2013 and held it in 25 quarters. The position peaked at $3.03M in Q1 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • HighTower Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • HighTower Advisors sold 62,667 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $2.92M.
  • HighTower Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 25 quarters.
  • HighTower Advisors's TD Ameritrade Holding Corp position peaked at $3.03M in Q1 2018.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on HighTower Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.