LTFS
AMTD

Ladenburg Thalmann Financial Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Ladenburg Thalmann Financial Services’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 		$517K Buy
10,413
+2,733
+36% +$118K ﹤0.01% 1786
2019
Q3 		$359K Buy
7,680
+20
+0.3% +$958 ﹤0.01% 2023
2019
Q2 		$383K Sell
7,660
-16,604
-68% -$861K ﹤0.01% 1958
2019
Q1 		$1.21M Buy
24,264
+15,780
+186% +$855K 0.01% 1053
2018
Q4 		$416K Buy
8,484
+383
+5% +$19.5K ﹤0.01% 1676
2018
Q3 		$427K Buy
8,101
+900
+12% +$51.2K ﹤0.01% 1724
2018
Q2 		$425K Hold
7,201
– – ﹤0.01% 1671
2018
Q1 		$425K Buy
7,201
+1,347
+23% +$76.4K ﹤0.01% 1671
2017
Q4 		$300K Buy
5,854
+1,063
+22% +$53.1K ﹤0.01% 1906
2017
Q3 		$234K Buy
4,791
+1,210
+34% +$54.3K ﹤0.01% 1991
2017
Q2 		$154K Buy
3,581
+88
+3% +$3.42K ﹤0.01% 2216
2017
Q1 		$136K Sell
3,493
-9,918
-74% -$422K ﹤0.01% 2197
2016
Q4 		$588K Buy
13,411
+2,745
+26% +$107K 0.01% 1162
2016
Q3 		$376K Buy
10,666
+5,241
+97% +$163K 0.01% 1349
2016
Q2 		$155K Sell
5,425
-6,733
-55% -$205K ﹤0.01% 1841
2016
Q1 		$384K Sell
12,158
-1,263
-9% -$37.2K 0.01% 1200
2015
Q4 		$467K Buy
13,421
+293
+2% +$10.2K 0.01% 1062
2015
Q3 		$418K Buy
13,128
+2,008
+18% +$70.4K 0.01% 1064
2015
Q2 		$409K Buy
11,120
+5,454
+96% +$203K 0.01% 1160
2015
Q1 		$211K Buy
5,666
+2,188
+63% +$77.8K ﹤0.01% 1541
2014
Q4 		$124K Sell
3,478
-1,898
-35% -$64.4K ﹤0.01% 1757
2014
Q3 		$179K Sell
5,376
-1,428
-21% -$46.2K ﹤0.01% 1269
2014
Q2 		$213K Buy
6,804
+2,007
+42% +$62.2K 0.01% 1166
2014
Q1 		$163K Buy
4,797
+2,226
+87% +$72.8K ﹤0.01% 1230
2013
Q4 		$79K Hold
2,571
– – ﹤0.01% 1615
2013
Q3 		$68K Sell
2,571
-46
-2% -$1.22K ﹤0.01% 1620
2013
Q2 		$64K Buy
+2,617
New +$56.9K ﹤0.01% 1560

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AMTD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its TD Ameritrade Holding Corp (AMTD) stake by 36% in Q4 2019, buying an estimated $118K and bringing the position to 10,413 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Ladenburg Thalmann Financial Services first reported a position in AMTD in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.21M in Q1 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 10,413 shares of TD Ameritrade Holding Corp worth $517K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,733 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $118K.
  • TD Ameritrade Holding Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1786 holding.
  • Ladenburg Thalmann Financial Services first reported a position in TD Ameritrade Holding Corp in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's TD Ameritrade Holding Corp position peaked at $1.21M in Q1 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.