MFW
AMTD

Mosaic Family Wealth’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mosaic Family Wealth’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
2018
Q3 		– Sell
-158
Closed -$9K – 696
2018
Q2 		$9K Hold
158
– – ﹤0.01% 550
2018
Q1 		$9K Hold
158
– – ﹤0.01% 544
2017
Q4 		$8K Hold
158
– – ﹤0.01% 559
2017
Q3 		$8K Buy
+158
New +$7.08K ﹤0.01% 616

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Mosaic Family Wealth's AMTD Position: Q3 2018 in Review

Mosaic Family Wealth sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 158 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in AMTD in Q3 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Mosaic Family Wealth reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 158 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $9K.
  • Mosaic Family Wealth first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's TD Ameritrade Holding Corp position peaked at $9K in Q2 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.