IPC
AMTD

Independent Portfolio Consultants’s TD Ameritrade Holding Corp AMTD Stock Holding History

Independent Portfolio Consultants’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
Q2 		$50K Sell
1,171
-839
-42% -$32.6K 0.02% 515
2017
Q1 		$78K Sell
2,010
-1,465
-42% -$62.4K 0.03% 494
2016
Q4 		$152K Sell
3,475
-540
-13% -$21K 0.05% 371
2016
Q3 		$141K Sell
4,015
-160
-4% -$4.99K 0.04% 403
2016
Q2 		$119K Sell
4,175
-1,305
-24% -$39.7K 0.04% 421
2016
Q1 		$173K Sell
5,480
-2,105
-28% -$62K 0.05% 369
2015
Q4 		$263K Sell
7,585
-60
-0.8% -$2.08K 0.08% 301
2015
Q3 		$243K Sell
7,645
-85
-1% -$2.98K 0.05% 322
2015
Q2 		$285K Sell
7,730
-1,005
-12% -$37.3K 0.06% 316
2015
Q1 		$325K Buy
8,735
+3,345
+62% +$119K 0.07% 294
2014
Q4 		$193K Sell
5,390
-23,680
-81% -$803K 0.04% 379
2014
Q3 		$970K Buy
29,070
+1,920
+7% +$62.1K 0.26% 92
2014
Q2 		$851K Buy
27,150
+780
+3% +$24.2K 0.24% 109
2014
Q1 		$895K Sell
26,370
-3,310
-11% -$108K 0.28% 99
2013
Q4 		$909K Buy
29,680
+135
+0.5% +$3.84K 0.32% 75
2013
Q3 		$773K Buy
29,545
+1,400
+5% +$37.2K 0.31% 90
2013
Q2 		$684K Buy
+28,145
New +$612K 0.31% 88

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $594M AUM 9.89% 1-Year Est. Return

Independent Portfolio Consultants's AMTD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its TD Ameritrade Holding Corp (AMTD) stake by 42% in Q2 2017, selling an estimated $32.6K and leaving 1,171 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #515.

Independent Portfolio Consultants first reported a position in AMTD in Q2 2013 and has held it in 17 quarters since. The position peaked at $970K in Q3 2014. 289 funds tracked by Wall St. Rank hold AMTD as of Q2 2017.

  • Independent Portfolio Consultants held 1,171 shares of TD Ameritrade Holding Corp worth $50K as of Q2 2017.
  • Independent Portfolio Consultants sold 839 TD Ameritrade Holding Corp shares in Q2 2017, an estimated $32.6K.
  • TD Ameritrade Holding Corp made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #515 holding.
  • Independent Portfolio Consultants first reported a position in TD Ameritrade Holding Corp in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's TD Ameritrade Holding Corp position peaked at $970K in Q3 2014.
  • 289 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.