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1ST Source Bank’s TD Ameritrade Holding Corp AMTD Stock Holding History

1ST Source Bank’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
2014
Q1 		– Sell
-8,999
Closed -$276K – 228
2013
Q4 		$276K Buy
+8,999
New +$256K 0.04% 180

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

1ST Source Bank's AMTD Position: Q1 2014 in Review

1ST Source Bank sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2014, closing a stake of 8,999 shares — an estimated $276K sold.

1ST Source Bank first reported a position in AMTD in Q4 2013 and held it in 1 quarter. The position peaked at $276K in Q4 2013. 277 funds tracked by Wall St. Rank hold AMTD as of Q1 2014.

  • 1ST Source Bank reported no remaining TD Ameritrade Holding Corp position as of Q1 2014 after selling out during the quarter.
  • 1ST Source Bank sold 8,999 TD Ameritrade Holding Corp shares in Q1 2014, an estimated $276K.
  • 1ST Source Bank first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 1 quarter.
  • 1ST Source Bank's TD Ameritrade Holding Corp position peaked at $276K in Q4 2013.
  • 277 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2014.

Based on 1ST Source Bank's 13F filing for Q1 2014, filed 28 Apr 2014.