IMS
AMTD

Index Management Solutions’s TD Ameritrade Holding Corp AMTD Stock Holding History

Index Management Solutions’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
Q3 		$37K Buy
1,158
+88
+8% +$3.08K 0.04% 254
2015
Q2 		$39K Buy
1,070
+540
+102% +$20.1K 0.04% 323
2015
Q1 		$20K Buy
+530
New +$18.8K 0.02% 381

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Index Management Solutions's AMTD Position: Q3 2015 in Review

Index Management Solutions increased its TD Ameritrade Holding Corp (AMTD) stake by 8.2% in Q3 2015, buying an estimated $3.08K and bringing the position to 1,158 shares worth $37K. The position accounts for 0.04% of the portfolio, ranked #254.

Index Management Solutions first reported a position in AMTD in Q1 2015 and has held it in 3 quarters since. The position peaked at $39K in Q2 2015. 276 funds tracked by Wall St. Rank hold AMTD as of Q3 2015.

  • Index Management Solutions held 1,158 shares of TD Ameritrade Holding Corp worth $37K as of Q3 2015.
  • Index Management Solutions bought 88 TD Ameritrade Holding Corp shares in Q3 2015, an estimated $3.08K.
  • TD Ameritrade Holding Corp made up 0.04% of Index Management Solutions's portfolio in Q3 2015, its #254 holding.
  • Index Management Solutions first reported a position in TD Ameritrade Holding Corp in Q1 2015 and has held it in 3 quarters since.
  • Index Management Solutions's TD Ameritrade Holding Corp position peaked at $39K in Q2 2015.
  • 276 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.