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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,914
Closed -$229K – 1428
2019
Q3 		$229K Sell
4,914
-314,266
-98% -$14.6M ﹤0.01% 1139
2019
Q2 		$15.9M Buy
319,180
+30,718
+11% +$1.53M 0.1% 214
2019
Q1 		$14.4M Buy
+288,462
New +$14.4M 0.1% 227