CLM
AMTD

ClearBridge LLC (Maryland)’s TD Ameritrade Holding Corp AMTD Stock Holding History

ClearBridge LLC (Maryland)’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
2013
Q4 		– Sell
-733,405
Closed -$19.2M – 207
2013
Q3 		$19.2M Sell
733,405
-502,700
-41% -$13.4M 0.39% 48
2013
Q2 		$30M Buy
+1,236,105
New +$26.9M 0.54% 47

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ClearBridge LLC (Maryland)'s AMTD Position: Q4 2013 in Review

ClearBridge LLC (Maryland) sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2013, closing a stake of 733,405 shares — an estimated $19.2M sold.

ClearBridge LLC (Maryland) first reported a position in AMTD in Q2 2013 and held it in 2 quarters. The position peaked at $30M in Q2 2013. 256 funds tracked by Wall St. Rank hold AMTD as of Q4 2013.

  • ClearBridge LLC (Maryland) reported no remaining TD Ameritrade Holding Corp position as of Q4 2013 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 733,405 TD Ameritrade Holding Corp shares in Q4 2013, an estimated $19.2M.
  • ClearBridge LLC (Maryland) first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 2 quarters.
  • ClearBridge LLC (Maryland)'s TD Ameritrade Holding Corp position peaked at $30M in Q2 2013.
  • 256 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2013.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q4 2013, filed 14 Feb 2014.