WIS
AMTD

Wright Investors Service’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-15,571
Closed -$853K – 161
2018
Q2 		$853K Sell
15,571
-366
-2% -$21.8K 0.34% 78
2018
Q1 		$943K Buy
15,937
+26
+0.2% +$1.47K 0.32% 88
2017
Q4 		$813K Buy
15,911
+2,337
+17% +$117K 0.27% 94
2017
Q3 		$662K Buy
+13,574
New +$609K 0.24% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Wright Investors Service's AMTD Position: Q3 2018 in Review

Wright Investors Service sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 15,571 shares — an estimated $853K sold.

Wright Investors Service first reported a position in AMTD in Q3 2017 and held it in 4 quarters. The position peaked at $943K in Q1 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

  • Wright Investors Service reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
  • Wright Investors Service sold 15,571 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $853K.
  • Wright Investors Service first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 4 quarters.
  • Wright Investors Service's TD Ameritrade Holding Corp position peaked at $943K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Wright Investors Service's 13F filing for Q3 2018, filed 25 Oct 2018.