FineMark National Bank & Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-2,522	Closed	-$110K	–	1121
2016 Q4	$110K	Buy	2,522 +1,196	+90%	+$46.4K	0.01%	449
2016 Q3	$46K	Hold	1,326	–	–	﹤0.01%	631
2016 Q2	$37K	Hold	1,326	–	–	﹤0.01%	682
2016 Q1	$42K	Sell	1,326 -566	-30%	-$16.7K	﹤0.01%	617
2015 Q4	$66K	Buy	1,892 +97	+5%	+$3.37K	0.01%	528
2015 Q3	$57K	Sell	1,795 -75	-4%	-$2.63K	0.01%	591
2015 Q2	$69K	Buy	1,870 +272	+17%	+$10.1K	0.01%	569
2015 Q1	$59K	Sell	1,598 -3,874	-71%	-$138K	0.01%	626
2014 Q4	$196K	Hold	5,472	–	–	0.03%	348
2014 Q3	$183K	Hold	5,472	–	–	0.03%	356
2014 Q2	$171K	Hold	5,472	–	–	0.03%	352
2014 Q1	$186K	Hold	5,472	–	–	0.03%	329
2013 Q4	$168K	Hold	5,472	–	–	0.03%	333
2013 Q3	$143K	Hold	5,472	–	–	0.04%	364
2013 Q2	$133K	Buy	+5,472	New	+$119K	0.04%	338

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

JHIU

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

FineMark National Bank & Trust's AMTD Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 2,522 shares — an estimated $110K sold.

FineMark National Bank & Trust first reported a position in AMTD in Q2 2013 and held it in 15 quarters. The position peaked at $196K in Q4 2014. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

FineMark National Bank & Trust reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,522 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $110K.
FineMark National Bank & Trust first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's TD Ameritrade Holding Corp position peaked at $196K in Q4 2014.
303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.