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AMTD

NewEdge Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

NewEdge 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
2017
Q3 		– Sell
-149
Closed -$6.68K – 1258
2017
Q2 		$6.68K Buy
+149
New +$5.79K ﹤0.01% 1083

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

NewEdge Advisors's AMTD Position: Q3 2017 in Review

NewEdge Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2017, closing a stake of 149 shares — an estimated $6.68K sold.

NewEdge Advisors first reported a position in AMTD in Q2 2017 and held it in 1 quarter. The position peaked at $6.68K in Q2 2017. 294 funds tracked by Wall St. Rank hold AMTD as of Q3 2017.

  • NewEdge Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 149 TD Ameritrade Holding Corp shares in Q3 2017, an estimated $6.68K.
  • NewEdge Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's TD Ameritrade Holding Corp position peaked at $6.68K in Q2 2017.
  • 294 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.