RJT
AMTD

Raymond James Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

Raymond James Trust’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
Q1 		– Sell
-4,382
Closed -$215K – 917
2018
Q4 		$215K Buy
4,382
+174
+4% +$8.86K 0.01% 710
2018
Q3 		$222K Sell
4,208
-1,047
-20% -$59.6K 0.01% 769
2018
Q2 		$287K Buy
5,255
+711
+16% +$42.4K 0.02% 637
2018
Q1 		$269K Buy
+4,544
New +$258K 0.02% 563

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Raymond James Trust's AMTD Position: Q1 2019 in Review

Raymond James Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2019, closing a stake of 4,382 shares — an estimated $215K sold.

Raymond James Trust first reported a position in AMTD in Q1 2018 and held it in 4 quarters. The position peaked at $287K in Q2 2018. 438 funds tracked by Wall St. Rank hold AMTD as of Q1 2019.

  • Raymond James Trust reported no remaining TD Ameritrade Holding Corp position as of Q1 2019 after selling out during the quarter.
  • Raymond James Trust sold 4,382 TD Ameritrade Holding Corp shares in Q1 2019, an estimated $215K.
  • Raymond James Trust first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 4 quarters.
  • Raymond James Trust's TD Ameritrade Holding Corp position peaked at $287K in Q2 2018.
  • 438 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2019.

Based on Raymond James Trust's 13F filing for Q1 2019, filed 15 Apr 2019.