WA
AMTD

Winfield Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-40
Closed -$3K – 753
2017
Q4 		$3K Hold
40
– – ﹤0.01% 632
2017
Q3 		$2K Hold
40
– – ﹤0.01% 649
2017
Q2 		$2K Buy
40
+10
+33% +$388 ﹤0.01% 732
2017
Q1 		$1K Hold
30
– – ﹤0.01% 723
2016
Q4 		$1K Buy
30
+20
+200% +$776 ﹤0.01% 698
2016
Q3 		$0 Hold
10
– – ﹤0.01% 745
2016
Q2 		$0 Sell
10
-140
-93% -$4.26K ﹤0.01% 782
2016
Q1 		$5K Buy
+150
New +$4.42K ﹤0.01% 390

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Winfield Associates's AMTD Position: Q1 2018 in Review

Winfield Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2018, closing a stake of 40 shares — an estimated $3K sold.

Winfield Associates first reported a position in AMTD in Q1 2016 and held it in 8 quarters. The position peaked at $5K in Q1 2016. 379 funds tracked by Wall St. Rank hold AMTD as of Q1 2018.

  • Winfield Associates reported no remaining TD Ameritrade Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 40 TD Ameritrade Holding Corp shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in TD Ameritrade Holding Corp in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's TD Ameritrade Holding Corp position peaked at $5K in Q1 2016.
  • 379 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.