WESPAC Advisors SoCal’s TD Ameritrade Holding Corp AMTD Stock Holding History

WESPAC Advisors SoCal’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	-70	Closed	-$3K	–	347
2019 Q1	$3K	Hold	70	–	–	﹤0.01%	310
2018 Q4	$3K	Hold	70	–	–	﹤0.01%	307
2018 Q3	$3K	Buy	+70	New	+$3.98K	﹤0.01%	278
2018 Q2	–	Sell	-70	Closed	-$4K	–	275
2018 Q1	$4K	Hold	70	–	–	﹤0.01%	235
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	228
2017 Q3	$3K	Hold	70	–	–	﹤0.01%	239
2017 Q2	$3K	Hold	70	–	–	﹤0.01%	222
2017 Q1	$2.72K	Hold	70	–	–	﹤0.01%	223
2016 Q4	$3.05K	Hold	70	–	–	﹤0.01%	226
2016 Q3	$2.47K	Hold	70	–	–	﹤0.01%	245
2016 Q2	$1.99K	Hold	70	–	–	﹤0.01%	253
2016 Q1	$2.21K	Hold	70	–	–	﹤0.01%	257
2015 Q4	$2K	Buy	+70	New	+$2.43K	﹤0.01%	240

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

WESPAC Advisors SoCal's AMTD Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 70 shares — an estimated $3K sold.

WESPAC Advisors SoCal first reported a position in AMTD in Q4 2015 and held it in 13 quarters. The position peaked at $4K in Q1 2018. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

WESPAC Advisors SoCal reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 70 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $3K.
WESPAC Advisors SoCal first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's TD Ameritrade Holding Corp position peaked at $4K in Q1 2018.
397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.