OC
AMTD

Oppenheimer & Co’s TD Ameritrade Holding Corp AMTD Stock Holding History

Oppenheimer & Co’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
-5,138
Closed -$257K – 1421
2019
Q1 		$257K Buy
+5,138
New +$278K 0.01% 1103
2015
Q2 		– Sell
-17,219
Closed -$642K – 1582
2015
Q1 		$642K Buy
+17,219
New +$612K 0.02% 776

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

Oppenheimer & Co's AMTD Position: Q2 2019 in Review

Oppenheimer & Co sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 5,138 shares — an estimated $257K sold.

Oppenheimer & Co first reported a position in AMTD in Q1 2015 and held it in 2 quarters. The position peaked at $642K in Q1 2015. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Oppenheimer & Co reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Oppenheimer & Co sold 5,138 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $257K.
  • Oppenheimer & Co first reported a position in TD Ameritrade Holding Corp in Q1 2015 and held it in 2 quarters.
  • Oppenheimer & Co's TD Ameritrade Holding Corp position peaked at $642K in Q1 2015.
  • 397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Oppenheimer & Co's 13F filing for Q2 2019, filed 9 Aug 2019.