DCLA
AMTD

Douglas C. Lane & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Douglas C. Lane & 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
Q4 		$8.84M Buy
254,785
+75,722
+42% +$2.63M 0.24% 105
2015
Q3 		$5.7M Buy
+179,063
New +$6.27M 0.16% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Douglas C. Lane & Associates's AMTD Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its TD Ameritrade Holding Corp (AMTD) stake by 42% in Q4 2015, buying an estimated $2.63M and bringing the position to 254,785 shares worth $8.84M. The position accounts for 0.24% of the portfolio, ranked #105.

Douglas C. Lane & Associates first reported a position in AMTD in Q3 2015 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold AMTD as of Q4 2015.

  • Douglas C. Lane & Associates held 254,785 shares of TD Ameritrade Holding Corp worth $8.84M as of Q4 2015.
  • Douglas C. Lane & Associates bought 75,722 TD Ameritrade Holding Corp shares in Q4 2015, an estimated $2.63M.
  • TD Ameritrade Holding Corp made up 0.24% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #105 holding.
  • Douglas C. Lane & Associates first reported a position in TD Ameritrade Holding Corp in Q3 2015 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.