RA
AMTD

RiverPark Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

RiverPark 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
2019
Q3 		– Sell
-41,753
Closed -$2.08M – 57
2019
Q2 		$2.08M Sell
41,753
-17,035
-29% -$883K 0.89% 46
2019
Q1 		$2.94M Sell
58,788
-1,153
-2% -$62.5K 1.28% 28
2018
Q4 		$2.94M Sell
59,941
-13,107
-18% -$667K 1.29% 31
2018
Q3 		$3.86M Sell
73,048
-2,890
-4% -$164K 0.92% 37
2018
Q2 		$4.16M Sell
75,938
-1,349
-2% -$80.4K 0.84% 30
2018
Q1 		$4.58M Hold
77,287
– – 0.88% 25
2017
Q4 		$3.95M Sell
77,287
-5,688
-7% -$284K 0.57% 31
2017
Q3 		$4.05M Sell
82,975
-2,490
-3% -$112K 0.53% 31
2017
Q2 		$3.67M Sell
85,465
-1,371
-2% -$53.2K 0.42% 33
2017
Q1 		$3.37M Sell
86,836
-8,151
-9% -$347K 0.22% 36
2016
Q4 		$4.14M Sell
94,987
-269,445
-74% -$10.5M 2.18% 15
2016
Q3 		$12.8M Buy
364,432
+175,789
+93% +$5.48M 2.79% 12
2016
Q2 		$5.37M Hold
188,643
– – 2.63% 13
2016
Q1 		$5.95M Buy
188,643
+12,935
+7% +$381K 2.8% 12
2015
Q4 		$6.1M Sell
175,708
-4,578
-3% -$159K 2.81% 11
2015
Q3 		$5.74M Buy
180,286
+27,572
+18% +$966K 2.75% 11
2015
Q2 		$5.62M Hold
152,714
– – 2.85% 13
2015
Q1 		$5.69M Buy
152,714
+4,525
+3% +$161K 3.15% 11
2014
Q4 		$5.3M Buy
148,189
+8,766
+6% +$297K 2.98% 11
2014
Q3 		$4.65M Sell
139,423
-9,689
-6% -$314K 2.33% 20
2014
Q2 		$4.67M Buy
149,112
+36,836
+33% +$1.14M 2.12% 22
2014
Q1 		$3.81M Buy
112,276
+8,430
+8% +$276K 1.94% 21
2013
Q4 		$3.18M Hold
103,846
– – 2.1% 20
2013
Q3 		$2.72M Sell
103,846
-21,548
-17% -$573K 2.02% 22
2013
Q2 		$3.05M Buy
+125,394
New +$2.72M 2.62% 12

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

RiverPark Advisors's AMTD Position: Q3 2019 in Review

RiverPark Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 41,753 shares — an estimated $2.08M sold.

RiverPark Advisors first reported a position in AMTD in Q2 2013 and held it in 25 quarters. The position peaked at $12.8M in Q3 2016. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • RiverPark Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • RiverPark Advisors sold 41,753 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $2.08M.
  • RiverPark Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 25 quarters.
  • RiverPark Advisors's TD Ameritrade Holding Corp position peaked at $12.8M in Q3 2016.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on RiverPark Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.