Trustmark National Bank Trust Department’s TD Ameritrade Holding Corp AMTD Stock Holding History

Trustmark National Bank Trust Department’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 Q3	–	Sell	-21	Closed	-$1K	–	590
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	574
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	581
2018 Q4	$1K	Hold	21	–	–	﹤0.01%	574
2018 Q3	$1K	Buy	+21	New	+$1.2K	﹤0.01%	588

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Trustmark National Bank Trust Department's AMTD Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 21 shares — an estimated $1K sold.

Trustmark National Bank Trust Department first reported a position in AMTD in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 21 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $1K.
Trustmark National Bank Trust Department first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's TD Ameritrade Holding Corp position peaked at $1K in Q2 2019.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.