Willingdon Wealth Management’s Trade Desk TTD Stock Holding History

Willingdon Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-20	Closed	–	–	532
2019 Q3	$0	Buy	+20	New	+$476	﹤0.01%	541

Other funds holding TTD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Willingdon Wealth Management's TTD Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Trade Desk (TTD) in Q4 2019, closing a stake of 20 shares.

Willingdon Wealth Management first reported a position in TTD in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 401 funds tracked by Wall St. Rank hold TTD as of Q4 2019.

Willingdon Wealth Management reported no remaining Trade Desk position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 20 Trade Desk shares in Q4 2019.
Willingdon Wealth Management first reported a position in Trade Desk in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Trade Desk position peaked at $0 in Q3 2019.
401 funds tracked by Wall St. Rank held Trade Desk as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.