First Citizens Bank & Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

First Citizens 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
2013 Q4	–	Sell	-21,937	Closed	-$574K	–	879
2013 Q3	$574K	Buy	21,937 +540	+3%	+$14.4K	0.02%	649
2013 Q2	$520K	Buy	+21,397	New	+$465K	0.02%	650

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BIT

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

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

First Citizens Bank & Trust's AMTD Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2013, closing a stake of 21,937 shares — an estimated $574K sold.

First Citizens Bank & Trust first reported a position in AMTD in Q2 2013 and held it in 2 quarters. The position peaked at $574K in Q3 2013. 256 funds tracked by Wall St. Rank hold AMTD as of Q4 2013.

First Citizens Bank & Trust reported no remaining TD Ameritrade Holding Corp position as of Q4 2013 after selling out during the quarter.
First Citizens Bank & Trust sold 21,937 TD Ameritrade Holding Corp shares in Q4 2013, an estimated $574K.
First Citizens Bank & Trust first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 2 quarters.
First Citizens Bank & Trust's TD Ameritrade Holding Corp position peaked at $574K in Q3 2013.
256 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.