JCM
AMTD

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

Jacobi 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
2019
Q4 		– Sell
-193
Closed -$9K – 1116
2019
Q3 		$9K Hold
193
– – ﹤0.01% 755
2019
Q2 		$10K Buy
+193
New +$10K ﹤0.01% 743

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobi Capital Management's AMTD Position: Q4 2019 in Review

Jacobi Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 193 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in AMTD in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Jacobi Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Jacobi Capital Management sold 193 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $9K.
  • Jacobi Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 2 quarters.
  • Jacobi Capital Management's TD Ameritrade Holding Corp position peaked at $10K in Q2 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Jacobi Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.