HIM
AMTD

Hillsdale Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Hillsdale Investment 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
2019
Q4 		– Sell
-150
Closed -$7K – 689
2019
Q3 		$7K Hold
150
– – ﹤0.01% 527
2019
Q2 		$7K Sell
150
-9,700
-98% -$503K ﹤0.01% 515
2019
Q1 		$492K Buy
+9,850
New +$534K 0.04% 319

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Hillsdale Investment Management's AMTD Position: Q4 2019 in Review

Hillsdale Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 150 shares — an estimated $7K sold.

Hillsdale Investment Management first reported a position in AMTD in Q1 2019 and held it in 3 quarters. The position peaked at $492K in Q1 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Hillsdale Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $7K.
  • Hillsdale Investment Management first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 3 quarters.
  • Hillsdale Investment Management's TD Ameritrade Holding Corp position peaked at $492K in Q1 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Hillsdale Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.