STA
AMTD

Summit Trail Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Summit Trail 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
2018
Q4 		– Sell
-2,513
Closed -$133K – 260
2018
Q3 		$133K Buy
2,513
+13
+0.5% +$740 0.03% 235
2018
Q2 		$137K Buy
+2,500
New +$149K 0.05% 173
2018
Q1 		– Sell
-2,799
Closed -$156K – 1932
2017
Q4 		$156K Buy
+2,799
New +$140K 0.02% 505

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Summit Trail Advisors's AMTD Position: Q4 2018 in Review

Summit Trail Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 2,513 shares — an estimated $133K sold.

Summit Trail Advisors first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $156K in Q4 2017. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

  • Summit Trail Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,513 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $133K.
  • Summit Trail Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's TD Ameritrade Holding Corp position peaked at $156K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.