Sheaff Brock Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sheaff Brock Investment 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
2017 Q4	–	Sell	-7,929	Closed	-$387K	–	584
2017 Q3	$387K	Buy	7,929 +104	+1%	+$4.66K	0.05%	305
2017 Q2	$336K	Sell	7,825 -1,647	-17%	-$64K	0.04%	357
2017 Q1	$368K	Buy	9,472 +4	+0%	+$170	0.05%	334
2016 Q4	$413K	Buy	9,468 +909	+11%	+$35.3K	0.05%	317
2016 Q3	$302K	Sell	8,559 -700	-8%	-$21.8K	0.04%	352
2016 Q2	$264K	Sell	9,259 -95	-1%	-$2.89K	0.03%	404
2016 Q1	$295K	Sell	9,354 -1,298	-12%	-$38.2K	0.04%	400
2015 Q4	$370K	Buy	+10,652	New	+$370K	0.04%	366

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMTD Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2017, closing a stake of 7,929 shares — an estimated $387K sold.

Sheaff Brock Investment Advisors first reported a position in AMTD in Q4 2015 and held it in 8 quarters. The position peaked at $413K in Q4 2016. 366 funds tracked by Wall St. Rank hold AMTD as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,929 TD Ameritrade Holding Corp shares in Q4 2017, an estimated $387K.
Sheaff Brock Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 8 quarters.
Sheaff Brock Investment Advisors's TD Ameritrade Holding Corp position peaked at $413K in Q4 2016.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.