Geneva Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $780K | Sell |
18,150
-1,255
| -6% | -$53.9K | 0.01% | 413 |
|
|
2017
Q1 | $754K | Sell |
19,405
-493
| -2% | -$19.2K | 0.01% | 410 |
|
|
2016
Q4 | $868K | Sell |
19,898
-847
| -4% | -$36.9K | 0.02% | 375 |
|
|
2016
Q3 | $731K | Sell |
20,745
-380
| -2% | -$13.4K | 0.01% | 391 |
|
|
2016
Q2 | $602K | Sell |
21,125
-46,415
| -69% | -$1.32M | 0.01% | 404 |
|
|
2016
Q1 | $2.13M | Sell |
67,540
-1,374,083
| -95% | -$43.3M | 0.04% | 179 |
|
|
2015
Q4 | $50M | Sell |
1,441,623
-400,746
| -22% | -$13.9M | 0.96% | 35 |
|
|
2015
Q3 | $58.7M | Sell |
1,842,369
-60,670
| -3% | -$1.93M | 1.18% | 26 |
|
|
2015
Q2 | $70.1M | Buy |
1,903,039
+1,122,863
| +144% | +$41.3M | 1.25% | 27 |
|
|
2015
Q1 | $29.1M | Buy |
+780,176
| New | +$29.1M | 0.53% | 64 |
|