JG
AMTD

Joel Greenblatt’s TD Ameritrade Holding Corp AMTD Stock Holding History

Joel Greenblatt’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
2020
Q1 		– Sell
-11,779
Closed -$585K – 1275
2019
Q4 		$585K Buy
+11,779
New +$510K 0.01% 762
2019
Q2 		– Sell
-6,024
Closed -$301K – 1340
2019
Q1 		$301K Buy
+6,024
New +$326K ﹤0.01% 995

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's AMTD Position: Q1 2020 in Review

Joel Greenblatt sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 11,779 shares — an estimated $585K sold.

Joel Greenblatt first reported a position in AMTD in Q1 2019 and held it in 2 quarters. The position peaked at $585K in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Joel Greenblatt reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Joel Greenblatt sold 11,779 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $585K.
  • Joel Greenblatt first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 2 quarters.
  • Joel Greenblatt's TD Ameritrade Holding Corp position peaked at $585K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Gotham Asset Management's 13F filing for Q1 2020, filed 15 May 2020.