William Blair & Company
AMTD

William Blair & Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

William Blair & Company’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
2020
Q1 		– Sell
-6,410
Closed -$319K – 1805
2019
Q4 		$319K Sell
6,410
-2,740
-30% -$119K ﹤0.01% 1149
2019
Q3 		$427K Buy
9,150
+1,811
+25% +$86.8K ﹤0.01% 998
2019
Q2 		$366K Buy
7,339
+1,141
+18% +$59.1K ﹤0.01% 1086
2019
Q1 		$310K Buy
6,198
+798
+15% +$43.2K ﹤0.01% 1133
2018
Q4 		$264K Hold
5,400
– – ﹤0.01% 1131
2018
Q3 		$285K Hold
5,400
– – ﹤0.01% 1159
2018
Q2 		$296K Sell
5,400
-510
-9% -$30.4K ﹤0.01% 1128
2018
Q1 		$350K Hold
5,910
– – ﹤0.01% 1032
2017
Q4 		$302K Hold
5,910
– – ﹤0.01% 1127
2017
Q3 		$288K Hold
5,910
– – ﹤0.01% 1121
2017
Q2 		$254K Buy
+5,910
New +$229K ﹤0.01% 1262
2016
Q2 		– Sell
-7,293
Closed -$229K – 1291
2016
Q1 		$229K Sell
7,293
-3,667
-33% -$108K ﹤0.01% 1025
2015
Q4 		$380K Sell
10,960
-306
-3% -$10.6K ﹤0.01% 885
2015
Q3 		$358K Buy
11,266
+126
+1% +$4.42K ﹤0.01% 1094
2015
Q2 		$410K Sell
11,140
-400
-3% -$14.9K ﹤0.01% 1831
2015
Q1 		$429K Hold
11,540
– – ﹤0.01% 1766
2014
Q4 		$412K Sell
11,540
-950
-8% -$32.2K ﹤0.01% 1744
2014
Q3 		$416K Sell
12,490
-30,050
-71% -$973K ﹤0.01% 1740
2014
Q2 		$1.33M Buy
42,540
+1,393
+3% +$43.2K ﹤0.01% 1364
2014
Q1 		$1.4M Buy
41,147
+26,397
+179% +$863K ﹤0.01% 1312
2013
Q4 		$451K Buy
+14,750
New +$420K ﹤0.01% 1617

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company's AMTD Position: Q1 2020 in Review

William Blair & Company sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 6,410 shares — an estimated $319K sold.

William Blair & Company first reported a position in AMTD in Q4 2013 and held it in 21 quarters. The position peaked at $1.4M in Q1 2014. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • William Blair & Company reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • William Blair & Company sold 6,410 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $319K.
  • William Blair & Company first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 21 quarters.
  • William Blair & Company's TD Ameritrade Holding Corp position peaked at $1.4M in Q1 2014.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on William Blair & Company's 13F filing for Q1 2020, filed 11 May 2020.