Sheets Smith Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sheets Smith Wealth 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
2018 Q3	–	Sell	-8,005	Closed	-$438K	–	355
2018 Q2	$438K	Sell	8,005 -9	-0.1%	-$536	0.1%	211
2018 Q1	$475K	Buy	+8,014	New	+$454K	0.11%	193
2014 Q2	–	Sell	-21,502	Closed	-$730K	–	286
2014 Q1	$730K	Buy	+21,502	New	+$703K	0.2%	132

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheets Smith Wealth Management's AMTD Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 8,005 shares — an estimated $438K sold.

Sheets Smith Wealth Management first reported a position in AMTD in Q1 2014 and held it in 3 quarters. The position peaked at $730K in Q1 2014. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

Sheets Smith Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,005 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $438K.
Sheets Smith Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 3 quarters.
Sheets Smith Wealth Management's TD Ameritrade Holding Corp position peaked at $730K in Q1 2014.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.