RWP
AMTD

RWA Wealth Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

RWA Wealth 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
2018
Q3 		– Sell
-100
Closed -$5K – 770
2018
Q2 		$5K Buy
+100
New +$5.96K ﹤0.01% 682

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

RWA Wealth Partners's AMTD Position: Q3 2018 in Review

RWA Wealth Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

RWA Wealth Partners first reported a position in AMTD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • RWA Wealth Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 100 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $5K.
  • RWA Wealth Partners first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's TD Ameritrade Holding Corp position peaked at $5K in Q2 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.