Unigestion Holding’s TD Ameritrade Holding Corp AMTD Stock Holding History

Unigestion Holding’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	$13M	Sell	278,613 -471,244	-63%	-$22.6M	0.36%	70
2019 Q2	$37.4M	Buy	749,857 +188,273	+34%	+$9.76M	1%	37
2019 Q1	$28.1M	Sell	561,584 -62,370	-10%	-$3.38M	0.75%	49
2018 Q4	$30.5M	Buy	623,954 +14,454	+2%	+$736K	0.77%	43
2018 Q3	$32.2M	Sell	609,500 -29,934	-5%	-$1.7M	0.68%	54
2018 Q2	$35M	Buy	+639,434	New	+$38.1M	0.69%	53

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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Unigestion Holding's AMTD Position: Q3 2019 in Review

Unigestion Holding reduced its TD Ameritrade Holding Corp (AMTD) stake by 63% in Q3 2019, selling an estimated $22.6M and leaving 278,613 shares worth $13M. The position accounts for 0.36% of the portfolio, ranked #70.

Unigestion Holding first reported a position in AMTD in Q2 2018 and has held it in 6 quarters since. The position peaked at $37.4M in Q2 2019. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

Unigestion Holding held 278,613 shares of TD Ameritrade Holding Corp worth $13M as of Q3 2019.
Unigestion Holding sold 471,244 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $22.6M.
TD Ameritrade Holding Corp made up 0.36% of Unigestion Holding's portfolio in Q3 2019, its #70 holding.
Unigestion Holding first reported a position in TD Ameritrade Holding Corp in Q2 2018 and has held it in 6 quarters since.
Unigestion Holding's TD Ameritrade Holding Corp position peaked at $37.4M in Q2 2019.
384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on Unigestion Holding's 13F filing for Q3 2019, filed 4 Nov 2019.