Rockefeller Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Rockefeller Capital Management’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 Q4	–	Sell	-191	Closed	-$9K	–	2275
2019 Q3	$9K	Sell	191 -8,409	-98%	-$403K	﹤0.01%	1478
2019 Q2	$429K	Sell	8,600 -425	-5%	-$22K	0.01%	477
2019 Q1	$451K	Buy	9,025 +49	+0.5%	+$2.65K	0.01%	492
2018 Q4	$439K	Buy	8,976 +8,600	+2,287%	+$438K	0.01%	336
2018 Q3	$20K	Hold	376	–	–	﹤0.01%	514
2018 Q2	$21K	Buy	+376	New	+$22.4K	﹤0.01%	527

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Capital Management's AMTD Position: Q4 2019 in Review

Rockefeller Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 191 shares — an estimated $9K sold.

Rockefeller Capital Management first reported a position in AMTD in Q2 2018 and held it in 6 quarters. The position peaked at $451K in Q1 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

Rockefeller Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
Rockefeller Capital Management sold 191 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $9K.
Rockefeller Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 6 quarters.
Rockefeller Capital Management's TD Ameritrade Holding Corp position peaked at $451K in Q1 2019.
407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Rockefeller Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.