Kaizen Advisory’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$707K Sell
14,446
-2,789
-16% -$142K 0.49% 53
2018
Q3
$911K Buy
+17,235
New +$981K 0.48% 99

Other funds holding AMTD

Kaizen Advisory's AMTD Position: Q4 2018 in Review

Kaizen Advisory reduced its TD Ameritrade Holding Corp (AMTD) stake by 16% in Q4 2018, selling an estimated $142K and leaving 14,446 shares worth $707K. The position accounts for 0.49% of the portfolio, ranked #53.

Kaizen Advisory first reported a position in AMTD in Q3 2018 and has held it in 2 quarters since. The position peaked at $911K in Q3 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Kaizen Advisory held 14,446 shares of TD Ameritrade Holding Corp worth $707K as of Q4 2018.
  • Kaizen Advisory sold 2,789 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $142K.
  • TD Ameritrade Holding Corp made up 0.49% of Kaizen Advisory's portfolio in Q4 2018, its #53 holding.
  • Kaizen Advisory first reported a position in TD Ameritrade Holding Corp in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's TD Ameritrade Holding Corp position peaked at $911K in Q3 2018.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.