DFIM
AMTD

Detwiler Fenton Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q2 		– Sell
-10,850
Closed -$368K – 122
2014
Q1 		$368K Buy
+10,850
New +$355K 0.32% 60

Other funds holding AMTD

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Detwiler Fenton Investment Management's AMTD Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2014, closing a stake of 10,850 shares — an estimated $368K sold.

Detwiler Fenton Investment Management first reported a position in AMTD in Q1 2014 and held it in 1 quarter. The position peaked at $368K in Q1 2014. 274 funds tracked by Wall St. Rank hold AMTD as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 10,850 TD Ameritrade Holding Corp shares in Q2 2014, an estimated $368K.
  • Detwiler Fenton Investment Management first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's TD Ameritrade Holding Corp position peaked at $368K in Q1 2014.
  • 274 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.