JSL
AMTD

JT Stratford LLC’s TD Ameritrade Holding Corp AMTD Stock Holding History

JT Stratford LLC’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
-5,260
Closed -$261K – 157
2019
Q4 		$261K Buy
5,260
+297
+6% +$12.9K 0.12% 121
2019
Q3 		$232K Sell
4,963
-2,768
-36% -$133K 0.13% 131
2019
Q2 		$386K Sell
7,731
-5,972
-44% -$310K 0.21% 94
2019
Q1 		$685K Sell
13,703
-30,191
-69% -$1.64M 0.39% 64
2018
Q4 		$2.15M Sell
43,894
-426
-1% -$21.7K 1.43% 21
2018
Q3 		$2.34M Buy
44,320
+329
+0.7% +$18.7K 1.34% 26
2018
Q2 		$2.41M Sell
43,991
-5,125
-10% -$305K 1.48% 24
2018
Q1 		$2.91M Sell
49,116
-1,173
-2% -$66.5K 1.82% 16
2017
Q4 		$2.57M Sell
50,289
-4,092
-8% -$205K 1.68% 18
2017
Q3 		$2.65M Buy
54,381
+178
+0.3% +$7.98K 1.72% 18
2017
Q2 		$2.33M Buy
54,203
+3,025
+6% +$117K 1.64% 22
2017
Q1 		$1.99M Buy
+51,178
New +$2.18M 1.48% 23

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JT Stratford LLC's AMTD Position: Q1 2020 in Review

JT Stratford LLC sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 5,260 shares — an estimated $261K sold.

JT Stratford LLC first reported a position in AMTD in Q1 2017 and held it in 12 quarters. The position peaked at $2.91M in Q1 2018. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • JT Stratford LLC reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • JT Stratford LLC sold 5,260 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $261K.
  • JT Stratford LLC first reported a position in TD Ameritrade Holding Corp in Q1 2017 and held it in 12 quarters.
  • JT Stratford LLC's TD Ameritrade Holding Corp position peaked at $2.91M in Q1 2018.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on JT Stratford LLC's 13F filing for Q1 2020, filed 14 May 2020.