YorkBridge Wealth Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-400	Closed	-$21K	–	782
2018 Q3	$21K	Hold	400	–	–	0.01%	517
2018 Q2	$22K	Sell	400 -100	-20%	-$5.96K	0.01%	522
2018 Q1	$30K	Hold	500	–	–	0.01%	438
2017 Q4	$27K	Hold	500	–	–	0.01%	454
2017 Q3	$24K	Hold	500	–	–	0.01%	479
2017 Q2	$22K	Hold	500	–	–	0.01%	491
2017 Q1	$19K	Hold	500	–	–	0.01%	523
2016 Q4	$20K	Buy	+500	New	+$19.4K	0.01%	477

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

YorkBridge Wealth Partners's AMTD Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2018, closing a stake of 400 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in AMTD in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q1 2018. 375 funds tracked by Wall St. Rank hold AMTD as of Q4 2018.

YorkBridge Wealth Partners reported no remaining TD Ameritrade Holding Corp position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 TD Ameritrade Holding Corp shares in Q4 2018, an estimated $21K.
YorkBridge Wealth Partners first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's TD Ameritrade Holding Corp position peaked at $30K in Q1 2018.
375 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.