WWMSC
AMTD

Wagner Wealth Management (South Carolina)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		– Sell
-400
Closed -$22K – 752
2018
Q2 		$22K Sell
400
-176
-31% -$10.5K 0.02% 306
2018
Q1 		$34K Hold
576
– – 0.03% 247
2017
Q4 		$31K Buy
+576
New +$28.8K 0.02% 260

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AMTD Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 400 shares — an estimated $22K sold.

Wagner Wealth Management (South Carolina) first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 400 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $22K.
  • Wagner Wealth Management (South Carolina) first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s TD Ameritrade Holding Corp position peaked at $34K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.