PCA
AMTD

Personal Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Personal Capital Advisors’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
2020
Q1 		– Sell
-33,017
Closed -$1.64M – 413
2019
Q4 		$1.64M Sell
33,017
-765,137
-96% -$33.2M 0.01% 216
2019
Q3 		$37.3M Buy
798,154
+61,511
+8% +$2.95M 0.36% 71
2019
Q2 		$36.8M Buy
736,643
+56,759
+8% +$2.94M 0.37% 70
2019
Q1 		$34M Buy
679,884
+50,990
+8% +$2.76M 0.38% 70
2018
Q4 		$30.8M Buy
628,894
+9,148
+1% +$466K 0.41% 56
2018
Q3 		$32.7M Buy
619,746
+32,677
+6% +$1.86M 0.42% 65
2018
Q2 		$32.2M Buy
587,069
+28,629
+5% +$1.71M 0.45% 52
2018
Q1 		$33.1M Sell
558,440
-265,747
-32% -$15.1M 0.52% 40
2017
Q4 		$42.1M Buy
824,187
+17,372
+2% +$868K 0.72% 25
2017
Q3 		$39.4M Buy
806,815
+5,783
+0.7% +$259K 0.77% 21
2017
Q2 		$34.4M Buy
801,032
+35,183
+5% +$1.37M 0.75% 22
2017
Q1 		$29.3M Buy
765,849
+52,971
+7% +$2.26M 0.74% 29
2016
Q4 		$31.1M Buy
712,878
+49,229
+7% +$1.91M 0.93% 16
2016
Q3 		$22.9M Buy
663,649
+94,898
+17% +$2.96M 0.77% 22
2016
Q2 		$16.2M Buy
568,751
+79,419
+16% +$2.42M 0.62% 56
2016
Q1 		$15.4M Buy
489,332
+79,796
+19% +$2.35M 0.71% 46
2015
Q4 		$14.2M Buy
409,536
+40,999
+11% +$1.42M 0.78% 33
2015
Q3 		$11.7M Buy
368,537
+41,451
+13% +$1.45M 0.77% 41
2015
Q2 		$12.1M Buy
327,086
+38,494
+13% +$1.43M 0.84% 23
2015
Q1 		$10.8M Buy
288,592
+44,999
+18% +$1.6M 0.87% 24
2014
Q4 		$8.72M Buy
243,593
+41,583
+21% +$1.41M 0.89% 20
2014
Q3 		$6.74M Buy
202,010
+38,364
+23% +$1.24M 0.87% 21
2014
Q2 		$5.13M Buy
163,646
+38,625
+31% +$1.2M 0.85% 34
2014
Q1 		$4.24M Buy
125,021
+27,256
+28% +$891K 0.96% 16
2013
Q4 		$3M Buy
+97,765
New +$2.78M 0.95% 23

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Personal Capital Advisors's AMTD Position: Q1 2020 in Review

Personal Capital Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 33,017 shares — an estimated $1.64M sold.

Personal Capital Advisors first reported a position in AMTD in Q4 2013 and held it in 25 quarters. The position peaked at $42.1M in Q4 2017. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Personal Capital Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 33,017 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.64M.
  • Personal Capital Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 25 quarters.
  • Personal Capital Advisors's TD Ameritrade Holding Corp position peaked at $42.1M in Q4 2017.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.