JWM
AMTD

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

Jacobus 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 		– Sell
-4,490
Closed -$156K – 284
2015
Q4 		$156K Hold
4,490
– – 0.04% 229
2015
Q3 		$143K Hold
4,490
– – 0.04% 238
2015
Q2 		$165K Buy
+4,490
New +$167K 0.04% 238

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Jacobus Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 4,490 shares — an estimated $156K sold.

Jacobus Wealth Management first reported a position in AMTD in Q2 2015 and held it in 3 quarters. The position peaked at $165K in Q2 2015. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • Jacobus Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 4,490 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $156K.
  • Jacobus Wealth Management first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 3 quarters.
  • Jacobus Wealth Management's TD Ameritrade Holding Corp position peaked at $165K in Q2 2015.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.