HFP
AMTD

Holistic Financial Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-164
Closed -$10K – 403
2018
Q1 		$10K Buy
+164
New +$9.3K 0.01% 319

Other funds holding AMTD

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Holistic Financial Partners's AMTD Position: Q2 2018 in Review

Holistic Financial Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 164 shares — an estimated $10K sold.

Holistic Financial Partners first reported a position in AMTD in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Holistic Financial Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 164 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $10K.
  • Holistic Financial Partners first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's TD Ameritrade Holding Corp position peaked at $10K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.