KOCAA
AMTD

Knights of Columbus Asset Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Knights of Columbus Asset Advisors’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
-12,931
Closed -$604K – 423
2019
Q3 		$604K Buy
12,931
+1,861
+17% +$89.2K 0.23% 101
2019
Q2 		$553K Buy
11,070
+5,896
+114% +$306K 0.22% 110
2019
Q1 		$259K Buy
+5,174
New +$280K 0.1% 125

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Knights of Columbus Asset Advisors's AMTD Position: Q4 2019 in Review

Knights of Columbus Asset Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 12,931 shares — an estimated $604K sold.

Knights of Columbus Asset Advisors first reported a position in AMTD in Q1 2019 and held it in 3 quarters. The position peaked at $604K in Q3 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Knights of Columbus Asset Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 12,931 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $604K.
  • Knights of Columbus Asset Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 3 quarters.
  • Knights of Columbus Asset Advisors's TD Ameritrade Holding Corp position peaked at $604K in Q3 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.