Financial Management Professionals’s TD Ameritrade Holding Corp AMTD Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-85	Closed	-$2K	–	460
2016 Q2	$2K	Hold	85	–	–	﹤0.01%	385
2016 Q1	$3K	Hold	85	–	–	﹤0.01%	216
2015 Q4	$2K	Hold	85	–	–	﹤0.01%	221
2015 Q3	$3K	Hold	85	–	–	﹤0.01%	226
2015 Q2	$3K	Sell	85 -85	-50%	-$3.16K	﹤0.01%	228
2015 Q1	$6K	Sell	170 -7	-4%	-$249	﹤0.01%	216
2014 Q4	$6K	Buy	+177	New	+$6K	﹤0.01%	231

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Financial Management Professionals's AMTD Position: Q3 2016 in Review

Financial Management Professionals sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2016, closing a stake of 85 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in AMTD in Q4 2014 and held it in 7 quarters. The position peaked at $6K in Q1 2015. 287 funds tracked by Wall St. Rank hold AMTD as of Q3 2016.

Financial Management Professionals reported no remaining TD Ameritrade Holding Corp position as of Q3 2016 after selling out during the quarter.
Financial Management Professionals sold 85 TD Ameritrade Holding Corp shares in Q3 2016, an estimated $2K.
Financial Management Professionals first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 7 quarters.
Financial Management Professionals's TD Ameritrade Holding Corp position peaked at $6K in Q1 2015.
287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.