WA
AMTD

Waverly Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Waverly 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
2018
Q1 		– Sell
-369
Closed -$19K – 378
2017
Q4 		$19K Buy
+369
New +$18.4K ﹤0.01% 295

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waverly Advisors's AMTD Position: Q1 2018 in Review

Waverly Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2018, closing a stake of 369 shares — an estimated $19K sold.

Waverly Advisors first reported a position in AMTD in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 379 funds tracked by Wall St. Rank hold AMTD as of Q1 2018.

  • Waverly Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 369 TD Ameritrade Holding Corp shares in Q1 2018, an estimated $19K.
  • Waverly Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 1 quarter.
  • Waverly Advisors's TD Ameritrade Holding Corp position peaked at $19K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.