DA
AMTD

Denali Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Denali Advisors’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
Q3 		– Sell
-2,800
Closed -$68K – 233
2013
Q2 		$68K Buy
+2,800
New +$60.8K 0.03% 128

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Denali Advisors's AMTD Position: Q3 2013 in Review

Denali Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2013, closing a stake of 2,800 shares — an estimated $68K sold.

Denali Advisors first reported a position in AMTD in Q2 2013 and held it in 1 quarter. The position peaked at $68K in Q2 2013. 250 funds tracked by Wall St. Rank hold AMTD as of Q3 2013.

  • Denali Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2013 after selling out during the quarter.
  • Denali Advisors sold 2,800 TD Ameritrade Holding Corp shares in Q3 2013, an estimated $68K.
  • Denali Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 1 quarter.
  • Denali Advisors's TD Ameritrade Holding Corp position peaked at $68K in Q2 2013.
  • 250 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2013.

Based on Denali Advisors's 13F filing for Q3 2013, filed 9 Oct 2013.