FIG
AMTD

Fortress Investment Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Fortress Investment Group’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
Q1 		– Sell
-12,419
Closed -$444K – 157
2014
Q4 		$444K Buy
12,419
+4,164
+50% +$141K 0.01% 142
2014
Q3 		$275K Sell
8,255
-4,629
-36% -$150K ﹤0.01% 165
2014
Q2 		$404K Buy
12,884
+6,539
+103% +$203K 0.01% 125
2014
Q1 		$215K Buy
6,345
+130
+2% +$4.25K ﹤0.01% 124
2013
Q4 		$190K Buy
6,215
+1,115
+22% +$31.7K ﹤0.01% 114
2013
Q3 		$134K Sell
5,100
-1,035
-17% -$27.5K ﹤0.01% 134
2013
Q2 		$149K Buy
+6,135
New +$133K ﹤0.01% 102

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fortress Investment Group's AMTD Position: Q1 2015 in Review

Fortress Investment Group sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2015, closing a stake of 12,419 shares — an estimated $444K sold.

Fortress Investment Group first reported a position in AMTD in Q2 2013 and held it in 7 quarters. The position peaked at $444K in Q4 2014. 267 funds tracked by Wall St. Rank hold AMTD as of Q1 2015.

  • Fortress Investment Group reported no remaining TD Ameritrade Holding Corp position as of Q1 2015 after selling out during the quarter.
  • Fortress Investment Group sold 12,419 TD Ameritrade Holding Corp shares in Q1 2015, an estimated $444K.
  • Fortress Investment Group first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 7 quarters.
  • Fortress Investment Group's TD Ameritrade Holding Corp position peaked at $444K in Q4 2014.
  • 267 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2015.

Based on Fortress Investment Group's 13F filing for Q1 2015, filed 15 May 2015.