LifePlan Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

LifePlan Financial 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
2020 Q2	–	Sell	-27	Closed	-$1K	–	598
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	544
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	548
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	543
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	540
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	543
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	538
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	534
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	517
2018 Q1	$2K	Buy	+27	New	+$1.53K	﹤0.01%	481

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LifePlan Financial Group's AMTD Position: Q2 2020 in Review

LifePlan Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 27 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in AMTD in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q1 2018. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

LifePlan Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
LifePlan Financial Group sold 27 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $1K.
LifePlan Financial Group first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 9 quarters.
LifePlan Financial Group's TD Ameritrade Holding Corp position peaked at $2K in Q1 2018.
376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on LifePlan Financial Group's 13F filing for Q2 2020, filed 30 Jul 2020.