II
AMTD

Inspire Investing’s TD Ameritrade Holding Corp AMTD Stock Holding History

Inspire Investing’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
-4,125
Closed -$244K – 223
2018
Q1 		$244K Buy
4,125
+714
+21% +$40.5K 0.25% 125
2017
Q4 		$174K Buy
+3,411
New +$170K 0.15% 158

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
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

Inspire Investing's AMTD Position: Q2 2018 in Review

Inspire Investing sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 4,125 shares — an estimated $244K sold.

Inspire Investing first reported a position in AMTD in Q4 2017 and held it in 2 quarters. The position peaked at $244K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • Inspire Investing reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • Inspire Investing sold 4,125 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $244K.
  • Inspire Investing first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 2 quarters.
  • Inspire Investing's TD Ameritrade Holding Corp position peaked at $244K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on Inspire Investing's 13F filing for Q2 2018, filed 19 Jul 2018.