SWP
AMTD

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

Strategic 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
2019
Q2 		– Sell
-93
Closed -$5K – 844
2019
Q1 		$5K Buy
+93
New +$5.04K ﹤0.01% 648

Other funds holding AMTD

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Janus Henderson Group
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Wellington Management Group
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Vanguard Group
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BlackRock
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
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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

Strategic Wealth Partners's AMTD Position: Q2 2019 in Review

Strategic Wealth Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 93 shares — an estimated $5K sold.

Strategic Wealth Partners first reported a position in AMTD in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Strategic Wealth Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 93 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $5K.
  • Strategic Wealth Partners first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's TD Ameritrade Holding Corp position peaked at $5K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.