MPIA
AMTD

Mountain Pacific Investment Advisers’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mountain Pacific Investment Advisers’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
Q4 		– Sell
-1,300
Closed -$69K – 270
2018
Q3 		$69K Buy
+1,300
New +$74K 0.01% 168

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mountain Pacific Investment Advisers's AMTD Position: Q4 2018 in Review

Mountain Pacific Investment Advisers sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 1,300 shares — an estimated $69K sold.

Mountain Pacific Investment Advisers first reported a position in AMTD in Q3 2018 and held it in 1 quarter. The position peaked at $69K in Q3 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Mountain Pacific Investment Advisers reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 1,300 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $69K.
  • Mountain Pacific Investment Advisers first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 1 quarter.
  • Mountain Pacific Investment Advisers's TD Ameritrade Holding Corp position peaked at $69K in Q3 2018.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2018, filed 25 Jan 2019.