NuWave Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

NuWave Investment 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 Q4	–	Sell	-1,608	Closed	-$55K	–	427
2019 Q3	$55K	Buy	1,608 +1,237	+333%	+$59.3K	0.05%	249
2019 Q2	$19K	Buy	371 +360	+3,273%	+$18.7K	0.02%	308
2019 Q1	$1K	Sell	11 -5	-31%	-$271	﹤0.01%	405
2018 Q4	$1K	Sell	16 -6,354	-100%	-$324K	﹤0.01%	393
2018 Q3	$336K	Sell	6,370 -1,248	-16%	-$71K	0.51%	83
2018 Q2	$417K	Buy	7,618 +6,642	+681%	+$396K	0.54%	80
2018 Q1	$56K	Sell	976 -5,038	-84%	-$286K	0.09%	184
2017 Q4	$307K	Buy	+6,014	New	+$301K	0.36%	105

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NuWave Investment Management's AMTD Position: Q4 2019 in Review

NuWave Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 1,608 shares — an estimated $55K sold.

NuWave Investment Management first reported a position in AMTD in Q4 2017 and held it in 8 quarters. The position peaked at $417K in Q2 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

NuWave Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
NuWave Investment Management sold 1,608 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $55K.
NuWave Investment Management first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 8 quarters.
NuWave Investment Management's TD Ameritrade Holding Corp position peaked at $417K in Q2 2018.
407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on NuWave Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.