AWMS
AMTD

Advocacy Wealth Management Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Advocacy Wealth Management Services’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
2016
Q2 		– Sell
-400
Closed -$13K – 482
2016
Q1 		$13K Buy
+400
New +$11.8K 0.01% 332

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's AMTD Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2016, closing a stake of 400 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in AMTD in Q1 2016 and held it in 1 quarter. The position peaked at $13K in Q1 2016. 283 funds tracked by Wall St. Rank hold AMTD as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining TD Ameritrade Holding Corp position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 400 TD Ameritrade Holding Corp shares in Q2 2016, an estimated $13K.
  • Advocacy Wealth Management Services first reported a position in TD Ameritrade Holding Corp in Q1 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's TD Ameritrade Holding Corp position peaked at $13K in Q1 2016.
  • 283 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.