MYIA
AMTD

Mount Yale Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mount Yale Investment Advisors’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
-1,544
Closed -$85K – 1026
2018
Q2 		$85K Hold
1,544
– – 0.02% 513
2018
Q1 		$91K Buy
+1,544
New +$87.5K 0.02% 488

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

Mount Yale Investment Advisors's AMTD Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 1,544 shares — an estimated $85K sold.

Mount Yale Investment Advisors first reported a position in AMTD in Q1 2018 and held it in 2 quarters. The position peaked at $91K in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,544 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $85K.
  • Mount Yale Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's TD Ameritrade Holding Corp position peaked at $91K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.