MPM
AMTD

Meritage Portfolio Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Meritage Portfolio 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
-14,567
Closed -$727K – 257
2019
Q2 		$727K Buy
+14,567
New +$755K 0.07% 157

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

Meritage Portfolio Management's AMTD Position: Q3 2019 in Review

Meritage Portfolio Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 14,567 shares — an estimated $727K sold.

Meritage Portfolio Management first reported a position in AMTD in Q2 2019 and held it in 1 quarter. The position peaked at $727K in Q2 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Meritage Portfolio Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Meritage Portfolio Management sold 14,567 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $727K.
  • Meritage Portfolio Management first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 1 quarter.
  • Meritage Portfolio Management's TD Ameritrade Holding Corp position peaked at $727K in Q2 2019.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Meritage Portfolio Management's 13F filing for Q3 2019, filed 25 Oct 2019.