One Wealth Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-53
Closed -$3K 621
2018
Q2
$3K Hold
53
﹤0.01% 490
2018
Q1
$3K Buy
+53
New +$3K ﹤0.01% 461

Other funds holding AMTD

One Wealth Advisors's AMTD Position: Q3 2018 in Review

One Wealth Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 53 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in AMTD in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • One Wealth Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 53 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $3K.
  • One Wealth Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 2 quarters.
  • One Wealth Advisors's TD Ameritrade Holding Corp position peaked at $3K in Q2 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.