SBSB
AMTD

Sullivan, Bruyette, Speros & Blaney’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q4 		– Sell
-3,027
Closed -$141K – 353
2019
Q3 		$141K Buy
+3,027
New +$145K 0.01% 289

Other funds holding AMTD

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AMTD Position: Q4 2019 in Review

Sullivan, Bruyette, Speros & Blaney sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 3,027 shares — an estimated $141K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in AMTD in Q3 2019 and held it in 1 quarter. The position peaked at $141K in Q3 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 3,027 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $141K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 1 quarter.
  • Sullivan, Bruyette, Speros & Blaney's TD Ameritrade Holding Corp position peaked at $141K in Q3 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q4 2019, filed 13 Feb 2020.