VNA
AMTD

Valley National Advisers’s TD Ameritrade Holding Corp AMTD Stock Holding History

Valley National Advisers’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
-1,266
Closed -$59K – 851
2019
Q3 		$59K Sell
1,266
-679
-35% -$32.5K 0.02% 290
2019
Q2 		$97K Sell
1,945
-1,350
-41% -$70K 0.03% 235
2019
Q1 		$165K Sell
3,295
-704
-18% -$38.1K 0.05% 184
2018
Q4 		$196K Buy
3,999
+7
+0.2% +$356 0.06% 164
2018
Q3 		$211K Buy
3,992
+5
+0.1% +$284 0.07% 164
2018
Q2 		$218K Buy
3,987
+414
+12% +$24.7K 0.08% 163
2018
Q1 		$212K Buy
3,573
+308
+9% +$17.5K 0.08% 157
2017
Q4 		$167K Buy
3,265
+6
+0.2% +$300 0.06% 170
2017
Q3 		$159K Buy
3,259
+5
+0.2% +$224 0.05% 167
2017
Q2 		$140K Buy
3,254
+7
+0.2% +$272 0.05% 166
2017
Q1 		$126K Buy
3,247
+188
+6% +$8.01K 0.05% 169
2016
Q4 		$133K Buy
+3,059
New +$119K 0.06% 165

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valley National Advisers's AMTD Position: Q4 2019 in Review

Valley National Advisers sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 1,266 shares — an estimated $59K sold.

Valley National Advisers first reported a position in AMTD in Q4 2016 and held it in 12 quarters. The position peaked at $218K in Q2 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Valley National Advisers reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Valley National Advisers sold 1,266 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $59K.
  • Valley National Advisers first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 12 quarters.
  • Valley National Advisers's TD Ameritrade Holding Corp position peaked at $218K in Q2 2018.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.