Polaris Wealth Advisory Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-1,634	Closed	-$86K	–	506
2018 Q3	$86K	Buy	+1,634	New	+$93K	0.01%	211
2018 Q2	–	Sell	-1,594	Closed	-$94K	–	454
2018 Q1	$94K	Buy	+1,594	New	+$90.4K	0.01%	169

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Polaris Wealth Advisory Group's AMTD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 1,634 shares — an estimated $86K sold.

Polaris Wealth Advisory Group first reported a position in AMTD in Q1 2018 and held it in 2 quarters. The position peaked at $94K in Q1 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,634 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $86K.
Polaris Wealth Advisory Group first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's TD Ameritrade Holding Corp position peaked at $94K in Q1 2018.
375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.