PCM
AMTD

Poehling Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-100
Closed -$5K – 285
2018
Q2 		$5K Hold
100
– – ﹤0.01% 251
2018
Q1 		$6K Hold
100
– – ﹤0.01% 256
2017
Q4 		$5K Buy
+100
New +$5K ﹤0.01% 238

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Poehling Capital Management's AMTD Position: Q3 2018 in Review

Poehling Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Poehling Capital Management first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Poehling Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 100 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $5K.
  • Poehling Capital Management first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's TD Ameritrade Holding Corp position peaked at $6K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.