CMBA
AMTD

C.M. Bidwell & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-13,980
Closed -$515K – 292
2015
Q2 		$515K Buy
+13,980
New +$519K 0.12% 107
2014
Q2 		– Sell
-113,760
Closed -$3.86M – 302
2014
Q1 		$3.86M Buy
+113,760
New +$3.72M 0.93% 51
2013
Q4 		– Sell
-102,715
Closed -$2.69M – 265
2013
Q3 		$2.69M Buy
+102,715
New +$2.73M 0.74% 73

Other funds holding AMTD

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

C.M. Bidwell & Associates's AMTD Position: Q3 2015 in Review

C.M. Bidwell & Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2015, closing a stake of 13,980 shares — an estimated $515K sold.

C.M. Bidwell & Associates first reported a position in AMTD in Q3 2013 and held it in 3 quarters. The position peaked at $3.86M in Q1 2014. 276 funds tracked by Wall St. Rank hold AMTD as of Q3 2015.

  • C.M. Bidwell & Associates reported no remaining TD Ameritrade Holding Corp position as of Q3 2015 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 13,980 TD Ameritrade Holding Corp shares in Q3 2015, an estimated $515K.
  • C.M. Bidwell & Associates first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 3 quarters.
  • C.M. Bidwell & Associates's TD Ameritrade Holding Corp position peaked at $3.86M in Q1 2014.
  • 276 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2015.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2015, filed 13 Nov 2015.