Wealthspire Advisors (Maryland)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-3,713	Closed	-$186K	–	2389
2019 Q1	$186K	Hold	3,713	–	–	0.01%	457
2018 Q4	$182K	Hold	3,713	–	–	0.02%	422
2018 Q3	$196K	Hold	3,713	–	–	0.02%	464
2018 Q2	$203K	Sell	3,713 -912	-20%	-$54.3K	0.02%	458
2018 Q1	$274K	Buy	4,625 +17	+0.4%	+$964	0.03%	385
2017 Q4	$236K	Buy	4,608 +222	+5%	+$11.1K	0.02%	432
2017 Q3	$214K	Sell	4,386 -12	-0.3%	-$538	0.02%	451
2017 Q2	$189K	Buy	4,398 +4	+0.1%	+$155	0.02%	473
2017 Q1	$171K	Buy	4,394 +44	+1%	+$1.87K	0.02%	443
2016 Q4	$190K	Buy	4,350 +15	+0.3%	+$582	0.03%	389
2016 Q3	$153K	Buy	4,335 +4,000	+1,194%	+$125K	0.02%	462
2016 Q2	$10K	Hold	335	–	–	﹤0.01%	1214
2016 Q1	$11K	Sell	335 -6,349	-95%	-$187K	﹤0.01%	1169
2015 Q4	$232K	Buy	+6,684	New	+$232K	0.04%	328

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMTD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 3,713 shares — an estimated $186K sold.

Wealthspire Advisors (Maryland) first reported a position in AMTD in Q4 2015 and held it in 14 quarters. The position peaked at $274K in Q1 2018. 398 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,713 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $186K.
Wealthspire Advisors (Maryland) first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s TD Ameritrade Holding Corp position peaked at $274K in Q1 2018.
398 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.