SevenBridge Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

SevenBridge Financial Group’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	-600	Closed	-$30K	–	635
2019 Q2	$30K	Hold	600	–	–	0.01%	339
2019 Q1	$30K	Hold	600	–	–	0.01%	297
2018 Q4	$29K	Hold	600	–	–	0.02%	263
2018 Q3	$32K	Hold	600	–	–	0.02%	284
2018 Q2	$33K	Hold	600	–	–	0.02%	292
2018 Q1	$36K	Hold	600	–	–	0.02%	286
2017 Q4	$31K	Hold	600	–	–	0.02%	320
2017 Q3	$29K	Hold	600	–	–	0.02%	327
2017 Q2	$26K	Hold	600	–	–	0.02%	357
2017 Q1	$23K	Hold	600	–	–	0.02%	355
2016 Q4	$21K	Hold	600	–	–	0.02%	366
2016 Q3	$21K	Hold	600	–	–	0.02%	362
2016 Q2	$17K	Buy	+600	New	+$18.3K	0.01%	437

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SevenBridge Financial Group's AMTD Position: Q3 2019 in Review

SevenBridge Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 600 shares — an estimated $30K sold.

SevenBridge Financial Group first reported a position in AMTD in Q2 2016 and held it in 13 quarters. The position peaked at $36K in Q1 2018. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

SevenBridge Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 600 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $30K.
SevenBridge Financial Group first reported a position in TD Ameritrade Holding Corp in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's TD Ameritrade Holding Corp position peaked at $36K in Q1 2018.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.