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

SOL 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
2018
Q2 		– Sell
-3,500
Closed -$207K – 243
2018
Q1 		$207K Buy
+3,500
New +$198K 0.06% 232

Other funds holding AMTD

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SOL Capital Management's AMTD Position: Q2 2018 in Review

SOL Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2018, closing a stake of 3,500 shares — an estimated $207K sold.

SOL Capital Management first reported a position in AMTD in Q1 2018 and held it in 1 quarter. The position peaked at $207K in Q1 2018. 387 funds tracked by Wall St. Rank hold AMTD as of Q2 2018.

  • SOL Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2018 after selling out during the quarter.
  • SOL Capital Management sold 3,500 TD Ameritrade Holding Corp shares in Q2 2018, an estimated $207K.
  • SOL Capital Management first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 1 quarter.
  • SOL Capital Management's TD Ameritrade Holding Corp position peaked at $207K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2018.

Based on SOL Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.