NWM
AMTD

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

Northwest 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
2019
Q2 		– Sell
-458
Closed -$23K – 520
2019
Q1 		$23K Hold
458
– – 0.02% 288
2018
Q4 		$22K Hold
458
– – 0.02% 275
2018
Q3 		$24K Hold
458
– – 0.02% 288
2018
Q2 		$25K Hold
458
– – 0.02% 285
2018
Q1 		$27K Buy
+458
New +$26K 0.02% 284

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northwest Wealth Management's AMTD Position: Q2 2019 in Review

Northwest Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 458 shares — an estimated $23K sold.

Northwest Wealth Management first reported a position in AMTD in Q1 2018 and held it in 5 quarters. The position peaked at $27K in Q1 2018. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Northwest Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 458 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $23K.
  • Northwest Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's TD Ameritrade Holding Corp position peaked at $27K in Q1 2018.
  • 397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.