GWM
AMTD

Gupta Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$3K Hold
92
– – ﹤0.01% 1043
2015
Q4 		$3K Buy
92
+30
+48% +$1.04K ﹤0.01% 1098
2015
Q3 		$2K Hold
62
– – ﹤0.01% 1161
2015
Q2 		$2K Hold
62
– – ﹤0.01% 1162
2015
Q1 		$2K Buy
+62
New +$2.21K ﹤0.01% 1049

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Gupta Wealth Management's AMTD Position: Q1 2016 in Review

Gupta Wealth Management held its TD Ameritrade Holding Corp (AMTD) position steady in Q1 2016 at 92 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Gupta Wealth Management first reported a position in AMTD in Q1 2015 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • Gupta Wealth Management held 92 shares of TD Ameritrade Holding Corp worth $3K as of Q1 2016.
  • Gupta Wealth Management left its TD Ameritrade Holding Corp share count unchanged in Q1 2016.
  • TD Ameritrade Holding Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1043 holding.
  • Gupta Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2015 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.