RJFSA
AMTD

Raymond James Financial Services Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Raymond James Financial Services 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
-25,577
Closed -$1.27M – 2945
2019
Q4 		$1.27M Buy
25,577
+10,951
+75% +$475K ﹤0.01% 1411
2019
Q3 		$683K Sell
14,626
-2,886
-16% -$138K ﹤0.01% 1707
2019
Q2 		$874K Buy
17,512
+1,562
+10% +$81K ﹤0.01% 1574
2019
Q1 		$797K Buy
15,950
+10,039
+170% +$544K ﹤0.01% 1590
2018
Q4 		$289K Buy
+5,911
New +$301K ﹤0.01% 2022
2018
Q3 		– Sell
-5,786
Closed -$317K – 2922
2018
Q2 		$317K Buy
+5,786
New +$345K ﹤0.01% 2199
2017
Q3 		– Sell
-13,376
Closed -$575K – 2650
2017
Q2 		$575K Sell
13,376
-843
-6% -$32.7K ﹤0.01% 1605
2017
Q1 		$553K Sell
14,219
-1,035
-7% -$44.1K ﹤0.01% 1507
2016
Q4 		$665K Buy
15,254
+2,212
+17% +$85.9K 0.01% 1362
2016
Q3 		$460K Buy
13,042
+243
+2% +$7.57K ﹤0.01% 1543
2016
Q2 		$364K Sell
12,799
-199
-2% -$6.05K ﹤0.01% 1602
2016
Q1 		$410K Buy
12,998
+1,886
+17% +$55.5K ﹤0.01% 1362
2015
Q4 		$386K Buy
+11,112
New +$386K ﹤0.01% 1312

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
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial Services Advisors's AMTD Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 25,577 shares — an estimated $1.27M sold.

Raymond James Financial Services Advisors first reported a position in AMTD in Q4 2015 and held it in 13 quarters. The position peaked at $1.27M in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 25,577 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.27M.
  • Raymond James Financial Services Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 13 quarters.
  • Raymond James Financial Services Advisors's TD Ameritrade Holding Corp position peaked at $1.27M in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.