Omnia Family Wealth’s TD Ameritrade Holding Corp AMTD Stock Holding History

Omnia Family Wealth’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	-51	Closed	-$3K	–	583
2019 Q1	$3K	Hold	51	–	–	﹤0.01%	429
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	468
2018 Q3	$3K	Hold	51	–	–	﹤0.01%	405
2018 Q2	$3K	Hold	51	–	–	﹤0.01%	384
2018 Q1	$3K	Hold	51	–	–	﹤0.01%	396
2017 Q4	$3K	Sell	51 -240	-82%	-$12K	﹤0.01%	397
2017 Q3	$14K	Hold	291	–	–	0.01%	242
2017 Q2	$13K	Hold	291	–	–	0.01%	254
2017 Q1	$11K	Hold	291	–	–	0.01%	274
2016 Q4	$13K	Buy	+291	New	+$11.3K	0.01%	262

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Omnia Family Wealth's AMTD Position: Q2 2019 in Review

Omnia Family Wealth sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 51 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in AMTD in Q4 2016 and held it in 10 quarters. The position peaked at $14K in Q3 2017. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

Omnia Family Wealth reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 51 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $3K.
Omnia Family Wealth first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's TD Ameritrade Holding Corp position peaked at $14K in Q3 2017.
397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.