ICM
AMTD

IMS Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

IMS Capital 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
2018
Q4 		– Sell
-200
Closed -$11K – 379
2018
Q3 		$11K Buy
+200
New +$11.4K 0.01% 311
2017
Q4 		– Sell
-20,400
Closed -$996K – 157
2017
Q3 		$996K Sell
20,400
-1,700
-8% -$76.2K 0.64% 39
2017
Q2 		$950K Buy
+22,100
New +$858K 0.9% 42

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

IMS Capital Management's AMTD Position: Q4 2018 in Review

IMS Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 200 shares — an estimated $11K sold.

IMS Capital Management first reported a position in AMTD in Q2 2017 and held it in 3 quarters. The position peaked at $996K in Q3 2017. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • IMS Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 200 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $11K.
  • IMS Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2017 and held it in 3 quarters.
  • IMS Capital Management's TD Ameritrade Holding Corp position peaked at $996K in Q3 2017.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.