Kavar Capital Partners Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-100	Closed	-$5K	–	497
2019 Q2	$5K	Buy	+100	New	+$5.18K	﹤0.01%	434
2018 Q3	–	Sell	-100	Closed	-$5K	–	432
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	373
2018 Q1	$6K	Buy	+100	New	+$5.67K	﹤0.01%	366
2016 Q1	–	Sell	-200	Closed	-$6K	–	447
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	292
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	302
2015 Q2	$7K	Buy	+200	New	+$7.43K	﹤0.01%	316
2014 Q2	–	Sell	-200	Closed	-$6K	–	481
2014 Q1	$6K	Hold	200	–	–	0.01%	342
2013 Q4	$6K	Buy	+200	New	+$5.69K	0.01%	325

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kavar Capital Partners Group's AMTD Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Kavar Capital Partners Group first reported a position in AMTD in Q4 2013 and held it in 8 quarters. The position peaked at $7K in Q2 2015. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

Kavar Capital Partners Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 100 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $5K.
Kavar Capital Partners Group first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's TD Ameritrade Holding Corp position peaked at $7K in Q2 2015.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.