Financial Sense Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Financial Sense 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
2015 Q3	–	Sell	-9,865	Closed	-$363K	–	116
2015 Q2	$363K	Sell	9,865 -505	-5%	-$18.8K	0.17%	73
2015 Q1	$386K	Sell	10,370 -1,175	-10%	-$41.8K	0.16%	75
2014 Q4	$413K	Buy	11,545 +800	+7%	+$27.1K	0.17%	74
2014 Q3	$359K	Sell	10,745 -725	-6%	-$23.5K	0.15%	94
2014 Q2	$360K	Sell	11,470 -2,575	-18%	-$79.8K	0.14%	104
2014 Q1	$476K	Buy	+14,045	New	+$459K	0.21%	87

Other funds holding AMTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Sense Advisors's AMTD Position: Q3 2015 in Review

Financial Sense Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2015, closing a stake of 9,865 shares — an estimated $363K sold.

Financial Sense Advisors first reported a position in AMTD in Q1 2014 and held it in 6 quarters. The position peaked at $476K in Q1 2014. 276 funds tracked by Wall St. Rank hold AMTD as of Q3 2015.

Financial Sense Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2015 after selling out during the quarter.
Financial Sense Advisors sold 9,865 TD Ameritrade Holding Corp shares in Q3 2015, an estimated $363K.
Financial Sense Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 6 quarters.
Financial Sense Advisors's TD Ameritrade Holding Corp position peaked at $476K in Q1 2014.
276 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2015.

Based on Financial Sense Advisors's 13F filing for Q3 2015, filed 10 Nov 2015.