INR Advisory Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

INR Advisory Services’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 Q3	–	Sell	-56	Closed	-$3K	–	113
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	74
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	56
2017 Q4	$3K	Hold	56	–	–	﹤0.01%	53
2017 Q3	$3K	Hold	56	–	–	﹤0.01%	50
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	93
2017 Q1	$2K	Hold	56	–	–	﹤0.01%	96
2016 Q4	$2K	Hold	56	–	–	﹤0.01%	58
2016 Q3	$2K	Hold	56	–	–	﹤0.01%	62
2016 Q2	$2K	Hold	56	–	–	﹤0.01%	62
2016 Q1	$2K	Hold	56	–	–	﹤0.01%	49
2015 Q4	$2K	Buy	+56	New	+$1.95K	﹤0.01%	38

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

INR Advisory Services's AMTD Position: Q3 2018 in Review

INR Advisory Services sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 56 shares — an estimated $3K sold.

INR Advisory Services first reported a position in AMTD in Q4 2015 and held it in 11 quarters. The position peaked at $3K in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

INR Advisory Services reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
INR Advisory Services sold 56 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $3K.
INR Advisory Services first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 11 quarters.
INR Advisory Services's TD Ameritrade Holding Corp position peaked at $3K in Q2 2018.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.