Eagle Capital Management (Louisiana)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Eagle Capital Management (Louisiana)’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 Q4	–	Sell	-83,025	Closed	-$2.77M	–	75
2014 Q3	$2.77M	Sell	83,025 -1,330	-2%	-$43K	1.06%	38
2014 Q2	$2.65M	Buy	84,355 +1,678	+2%	+$52K	0.99%	46
2014 Q1	$2.81M	Buy	82,677 +36,327	+78%	+$1.19M	1.1%	37
2013 Q4	$1.42M	Buy	+46,350	New	+$1.32M	0.61%	37

Other funds holding AMTD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s AMTD Position: Q4 2014 in Review

Eagle Capital Management (Louisiana) sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2014, closing a stake of 83,025 shares — an estimated $2.77M sold.

Eagle Capital Management (Louisiana) first reported a position in AMTD in Q4 2013 and held it in 4 quarters. The position peaked at $2.81M in Q1 2014. 287 funds tracked by Wall St. Rank hold AMTD as of Q4 2014.

Eagle Capital Management (Louisiana) reported no remaining TD Ameritrade Holding Corp position as of Q4 2014 after selling out during the quarter.
Eagle Capital Management (Louisiana) sold 83,025 TD Ameritrade Holding Corp shares in Q4 2014, an estimated $2.77M.
Eagle Capital Management (Louisiana) first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 4 quarters.
Eagle Capital Management (Louisiana)'s TD Ameritrade Holding Corp position peaked at $2.81M in Q1 2014.
287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2014.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q4 2014, filed 6 Feb 2015.