WP
AMTD

WealthPLAN Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-5,202
Closed -$231K – 253
2019
Q2 		$231K Sell
5,202
-40,011
-88% -$2.07M 0.03% 214
2019
Q1 		$2.33M Buy
45,213
+1,300
+3% +$70.4K 0.36% 74
2018
Q4 		$2.5M Buy
+43,913
New +$2.24M 0.4% 72
2016
Q3 		$17.6K Hold
500
– – 0.01% 506
2016
Q2 		$14.2K Buy
+500
New +$15.2K ﹤0.01% 1586
2015
Q4 		$34.7K Buy
+1,001
New +$34.8K 0.01% 722

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WealthPLAN Partners's AMTD Position: Q3 2019 in Review

WealthPLAN Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2019, closing a stake of 5,202 shares — an estimated $231K sold.

WealthPLAN Partners first reported a position in AMTD in Q4 2015 and held it in 6 quarters. The position peaked at $2.5M in Q4 2018. 384 funds tracked by Wall St. Rank hold AMTD as of Q3 2019.

  • WealthPLAN Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 5,202 TD Ameritrade Holding Corp shares in Q3 2019, an estimated $231K.
  • WealthPLAN Partners first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's TD Ameritrade Holding Corp position peaked at $2.5M in Q4 2018.
  • 384 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2019.

Based on WealthPLAN Partners's 13F filing for Q3 2019, filed 15 Nov 2019.