MWM
AMTD

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

MinichMacGregor 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
2017
Q2 		– Sell
-14
Closed – – 538
2017
Q1 		$0 Sell
14
-34
-71% -$1.45K ﹤0.01% 526
2016
Q4 		$2K Hold
48
– – ﹤0.01% 391
2016
Q3 		$1K Buy
48
+5
+12% +$156 ﹤0.01% 441
2016
Q2 		$1K Buy
43
+1
+2% +$30 ﹤0.01% 425
2016
Q1 		$1K Sell
42
-3
-7% -$88 ﹤0.01% 418
2015
Q4 		$1K Buy
+45
New +$1.56K ﹤0.01% 365

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

MinichMacGregor Wealth Management's AMTD Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2017, closing a stake of 14 shares.

MinichMacGregor Wealth Management first reported a position in AMTD in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q4 2016. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 14 TD Ameritrade Holding Corp shares in Q2 2017.
  • MinichMacGregor Wealth Management first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's TD Ameritrade Holding Corp position peaked at $2K in Q4 2016.
  • 289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.