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AMTD

Curian Capital’s TD Ameritrade Holding Corp AMTD Stock Holding History

Curian Capital’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
Q1 		– Sell
-97,860
Closed -$3.4M – 418
2015
Q4 		$3.4M Sell
97,860
-202,076
-67% -$7.02M 0.25% 85
2015
Q3 		$9.55M Sell
299,936
-180,342
-38% -$6.32M 0.25% 96
2015
Q2 		$17.7M Buy
480,278
+269,100
+127% +$10M 0.3% 81
2015
Q1 		$7.87M Buy
+211,178
New +$7.51M 0.13% 187

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Curian Capital's AMTD Position: Q1 2016 in Review

Curian Capital sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 97,860 shares — an estimated $3.4M sold.

Curian Capital first reported a position in AMTD in Q1 2015 and held it in 4 quarters. The position peaked at $17.7M in Q2 2015. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • Curian Capital reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 97,860 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $3.4M.
  • Curian Capital first reported a position in TD Ameritrade Holding Corp in Q1 2015 and held it in 4 quarters.
  • Curian Capital's TD Ameritrade Holding Corp position peaked at $17.7M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.