PCP
AMTD

Proficio Capital Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-1,040
Closed -$52K – 1863
2019
Q2 		$52K Sell
1,040
-77
-7% -$3.99K 0.02% 366
2019
Q1 		$56K Hold
1,117
– – 0.02% 310
2018
Q4 		$55K Sell
1,117
-303
-21% -$15.4K 0.02% 277
2018
Q3 		$75K Hold
1,420
– – 0.02% 259
2018
Q2 		$78K Buy
1,420
+268
+23% +$16K 0.03% 255
2018
Q1 		$68K Sell
1,152
-15
-1% -$850 0.02% 272
2017
Q4 		$60K Buy
1,167
+244
+26% +$12.2K 0.02% 310
2017
Q3 		$45K Sell
923
-581
-39% -$26.1K 0.02% 409
2017
Q2 		$68K Sell
1,504
-105
-7% -$4.08K 0.03% 327
2017
Q1 		$60K Buy
1,609
+669
+71% +$28.5K 0.03% 345
2016
Q4 		$41K Sell
940
-44
-4% -$1.71K 0.02% 302
2016
Q3 		$35K Buy
984
+642
+188% +$20K 0.02% 334
2016
Q2 		$10K Buy
342
+195
+133% +$5.93K 0.01% 570
2016
Q1 		$5K Buy
147
+38
+35% +$1.12K ﹤0.01% 539
2015
Q4 		$4K Buy
+109
New +$3.79K ﹤0.01% 514

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Proficio Capital Partners's AMTD Position: Q3 2019 in Review

Proficio Capital Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 1,040 shares — an estimated $52K sold.

Proficio Capital Partners first reported a position in AMTD in Q4 2015 and held it in 15 quarters. The position peaked at $78K in Q2 2018. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • Proficio Capital Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1,040 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $52K.
  • Proficio Capital Partners first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's TD Ameritrade Holding Corp position peaked at $78K in Q2 2018.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.