Burney Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

Burney Company’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
2015 Q4	–	Sell	-11,050	Closed	-$352K	–	396
2015 Q3	$352K	Hold	11,050	–	–	0.03%	285
2015 Q2	$407K	Sell	11,050 -4,000	-27%	-$149K	0.03%	296
2015 Q1	$561K	Sell	15,050 -7,500	-33%	-$267K	0.04%	271
2014 Q4	$807K	Hold	22,550	–	–	0.06%	222
2014 Q3	$752K	Buy	+22,550	New	+$730K	0.06%	229

Other funds holding AMTD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Burney Company's AMTD Position: Q4 2015 in Review

Burney Company sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2015, closing a stake of 11,050 shares — an estimated $352K sold.

Burney Company first reported a position in AMTD in Q3 2014 and held it in 5 quarters. The position peaked at $807K in Q4 2014. 307 funds tracked by Wall St. Rank hold AMTD as of Q4 2015.

Burney Company reported no remaining TD Ameritrade Holding Corp position as of Q4 2015 after selling out during the quarter.
Burney Company sold 11,050 TD Ameritrade Holding Corp shares in Q4 2015, an estimated $352K.
Burney Company first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 5 quarters.
Burney Company's TD Ameritrade Holding Corp position peaked at $807K in Q4 2014.
307 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2015.

Based on Burney Company's 13F filing for Q4 2015, filed 9 Feb 2016.