Jacobs Levy Equity Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Jacobs Levy Equity 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	-248,883	Closed	-$11.6M	–	1092
2019 Q3	$11.6M	Sell	248,883 -6,227	-2%	-$298K	0.14%	191
2019 Q2	$12.7M	Buy	255,110 +100,120	+65%	+$5.19M	0.18%	154
2019 Q1	$7.75M	Buy	154,990 +69,500	+81%	+$3.77M	0.11%	245
2018 Q4	$4.19M	Sell	85,490 -33,690	-28%	-$1.72M	0.07%	299
2018 Q3	$6.3M	Buy	119,180 +7,440	+7%	+$423K	0.09%	267
2018 Q2	$6.12M	Buy	111,740 +1,430	+1%	+$85.2K	0.1%	256
2018 Q1	$6.53M	Buy	+110,310	New	+$6.25M	0.11%	235
2017 Q3	–	Sell	-9,700	Closed	-$417K	–	1041
2017 Q2	$417K	Sell	9,700 -21,960	-69%	-$853K	0.01%	724
2017 Q1	$1.23M	Buy	+31,660	New	+$1.35M	0.02%	519
2016 Q1	–	Sell	-246,086	Closed	-$8.54M	–	1207
2015 Q4	$8.54M	Buy	+246,086	New	+$8.55M	0.17%	165
2015 Q2	–	Sell	-20,300	Closed	-$756K	–	884
2015 Q1	$756K	Sell	20,300 -34,200	-63%	-$1.22M	0.01%	532
2014 Q4	$1.95M	Buy	+54,500	New	+$1.85M	0.03%	388
2014 Q3	–	Sell	-107,070	Closed	-$3.36M	–	936
2014 Q2	$3.36M	Buy	107,070 +64,960	+154%	+$2.01M	0.06%	331
2014 Q1	$1.43M	Buy	+42,110	New	+$1.38M	0.02%	462

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's AMTD Position: Q4 2019 in Review

Jacobs Levy Equity Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 248,883 shares — an estimated $11.6M sold.

Jacobs Levy Equity Management first reported a position in AMTD in Q1 2014 and held it in 14 quarters. The position peaked at $12.7M in Q2 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

Jacobs Levy Equity Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 248,883 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $11.6M.
Jacobs Levy Equity Management first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 14 quarters.
Jacobs Levy Equity Management's TD Ameritrade Holding Corp position peaked at $12.7M in Q2 2019.
407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2019, filed 14 Feb 2020.