UCFA
AMTD

United Capital Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-4,914
Closed -$229K – 1452
2019
Q3 		$229K Sell
4,914
-314,266
-98% -$15.1M ﹤0.01% 1152
2019
Q2 		$15.9M Buy
319,180
+30,718
+11% +$1.59M 0.1% 215
2019
Q1 		$14.4M Buy
+288,462
New +$15.6M 0.1% 228

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
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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's AMTD Position: Q4 2019 in Review

United Capital Financial Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 4,914 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in AMTD in Q1 2019 and held it in 3 quarters. The position peaked at $15.9M in Q2 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • United Capital Financial Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,914 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $229K.
  • United Capital Financial Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's TD Ameritrade Holding Corp position peaked at $15.9M in Q2 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.