FCH
AMTD

Freestone Capital Holdings’s TD Ameritrade Holding Corp AMTD Stock Holding History

Freestone Capital Holdings’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
-18,000
Closed -$277K – 399
2013
Q3 		$277K Buy
+18,000
New +$478K 0.05% 288

Other funds holding AMTD

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Freestone Capital Holdings's AMTD Position: Q4 2013 in Review

Freestone Capital Holdings sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2013, closing a stake of 18,000 shares — an estimated $277K sold.

Freestone Capital Holdings first reported a position in AMTD in Q3 2013 and held it in 1 quarter. The position peaked at $277K in Q3 2013. 256 funds tracked by Wall St. Rank hold AMTD as of Q4 2013.

  • Freestone Capital Holdings reported no remaining TD Ameritrade Holding Corp position as of Q4 2013 after selling out during the quarter.
  • Freestone Capital Holdings sold 18,000 TD Ameritrade Holding Corp shares in Q4 2013, an estimated $277K.
  • Freestone Capital Holdings first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 1 quarter.
  • Freestone Capital Holdings's TD Ameritrade Holding Corp position peaked at $277K in Q3 2013.
  • 256 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2013.

Based on Freestone Capital Holdings's 13F filing for Q4 2013, filed 13 Feb 2014.