LWM
AMTD

Lenox Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Lenox Wealth Management’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
-2,126
Closed -$106K – 743
2019
Q2 		$106K Buy
2,126
+76
+4% +$3.94K 0.03% 185
2019
Q1 		$102K Buy
+2,050
New +$111K 0.03% 176

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Management's AMTD Position: Q3 2019 in Review

Lenox Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 2,126 shares — an estimated $106K sold.

Lenox Wealth Management first reported a position in AMTD in Q1 2019 and held it in 2 quarters. The position peaked at $106K in Q2 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Lenox Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 2,126 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $106K.
  • Lenox Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Management's TD Ameritrade Holding Corp position peaked at $106K in Q2 2019.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.