First National Bank of Mount Dora’s TD Ameritrade Holding Corp AMTD Stock Holding History

First National Bank of Mount Dora’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 Q3	–	Sell	-38,509	Closed	-$1.66M	–	78
2017 Q2	$1.66M	Sell	38,509 -54,641	-59%	-$2.12M	0.86%	44
2017 Q1	$3.62M	Sell	93,150 -207	-0.2%	-$8.81K	1.95%	23
2016 Q4	$4.07M	Sell	93,357 -3,975	-4%	-$154K	2.41%	11
2016 Q3	$3.43M	Sell	97,332 -3,113	-3%	-$97K	1.92%	17
2016 Q2	$2.86M	Buy	100,445 +4,075	+4%	+$124K	1.64%	26
2016 Q1	$3.04M	Buy	96,370 +8,431	+10%	+$248K	1.79%	21
2015 Q4	$3.05M	Sell	87,939 -2,675	-3%	-$92.9K	1.8%	25
2015 Q3	$2.88M	Buy	90,614 +169	+0.2%	+$5.92K	1.77%	24
2015 Q2	$3.33M	Sell	90,445 -700	-0.8%	-$26K	1.86%	19
2015 Q1	$3.4M	Sell	91,145 -500	-0.5%	-$17.8K	1.84%	17
2014 Q4	$3.28M	Buy	91,645 +670	+0.7%	+$22.7K	1.83%	18
2014 Q3	$3.04M	Sell	90,975 -5,425	-6%	-$176K	1.78%	17
2014 Q2	$3.02M	Buy	96,400 +15,485	+19%	+$480K	1.76%	17
2014 Q1	$2.75M	Buy	+80,915	New	+$2.65M	1.67%	16

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

First National Bank of Mount Dora's AMTD Position: Q3 2017 in Review

First National Bank of Mount Dora sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2017, closing a stake of 38,509 shares — an estimated $1.66M sold.

First National Bank of Mount Dora first reported a position in AMTD in Q1 2014 and held it in 14 quarters. The position peaked at $4.07M in Q4 2016. 294 funds tracked by Wall St. Rank hold AMTD as of Q3 2017.

First National Bank of Mount Dora reported no remaining TD Ameritrade Holding Corp position as of Q3 2017 after selling out during the quarter.
First National Bank of Mount Dora sold 38,509 TD Ameritrade Holding Corp shares in Q3 2017, an estimated $1.66M.
First National Bank of Mount Dora first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 14 quarters.
First National Bank of Mount Dora's TD Ameritrade Holding Corp position peaked at $4.07M in Q4 2016.
294 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2017.

Based on First National Bank of Mount Dora's 13F filing for Q3 2017, filed 5 Oct 2017.