MPA
AMTD

Marvin & Palmer Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-56,581
Closed -$2.83M – 32
2019
Q1 		$2.83M Hold
56,581
– – 2.2% 23
2018
Q4 		$2.77M Sell
56,581
-7,860
-12% -$400K 2.39% 22
2018
Q3 		$3.4M Buy
64,441
+3,406
+6% +$194K 2.58% 23
2018
Q2 		$3.34M Buy
+61,035
New +$3.64M 3.29% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Marvin & Palmer Associates's AMTD Position: Q2 2019 in Review

Marvin & Palmer Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 56,581 shares — an estimated $2.83M sold.

Marvin & Palmer Associates first reported a position in AMTD in Q2 2018 and held it in 4 quarters. The position peaked at $3.4M in Q3 2018. 398 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Marvin & Palmer Associates reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Marvin & Palmer Associates sold 56,581 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $2.83M.
  • Marvin & Palmer Associates first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 4 quarters.
  • Marvin & Palmer Associates's TD Ameritrade Holding Corp position peaked at $3.4M in Q3 2018.
  • 398 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Marvin & Palmer Associates's 13F filing for Q2 2019, filed 19 Aug 2019.