BT
AMTD

Beacon Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

Beacon Trust’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
2017
Q1 		$4.55M Buy
116,348
+9,396
+9% +$400K 0.72% 57
2016
Q4 		$4.66M Buy
+106,952
New +$4.15M 0.77% 54

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beacon Trust's AMTD Position: Q1 2017 in Review

Beacon Trust increased its TD Ameritrade Holding Corp (AMTD) stake by 8.8% in Q1 2017, buying an estimated $400K and bringing the position to 116,348 shares worth $4.55M. The position accounts for 0.72% of the portfolio, ranked #57.

Beacon Trust first reported a position in AMTD in Q4 2016 and has held it in 2 quarters since. The position peaked at $4.66M in Q4 2016. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • Beacon Trust held 116,348 shares of TD Ameritrade Holding Corp worth $4.55M as of Q1 2017.
  • Beacon Trust bought 9,396 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $400K.
  • TD Ameritrade Holding Corp made up 0.72% of Beacon Trust's portfolio in Q1 2017, its #57 holding.
  • Beacon Trust first reported a position in TD Ameritrade Holding Corp in Q4 2016 and has held it in 2 quarters since.
  • Beacon Trust's TD Ameritrade Holding Corp position peaked at $4.66M in Q4 2016.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.