Integrated Wealth Management (Palm Desert)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-28	Closed	-$1K	–	1138
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	1212
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	1237
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	1159
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	1258
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	1265
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	1303
2015 Q1	$1K	Buy	+28	New	+$996	﹤0.01%	1238

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AMTD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2016, closing a stake of 28 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AMTD in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 319 funds tracked by Wall St. Rank hold AMTD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TD Ameritrade Holding Corp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 28 TD Ameritrade Holding Corp shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in TD Ameritrade Holding Corp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s TD Ameritrade Holding Corp position peaked at $1K in Q3 2016.
319 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.