JP
AMTD

Jana Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Jana Partners’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
2013
Q3 		– Sell
-9,475
Closed -$230K – 59
2013
Q2 		$230K Buy
+9,475
New +$206K ﹤0.01% 43

Other funds holding AMTD

T. Rowe Price Associates
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jana Partners's AMTD Position: Q3 2013 in Review

Jana Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2013, closing a stake of 9,475 shares — an estimated $230K sold.

Jana Partners first reported a position in AMTD in Q2 2013 and held it in 1 quarter. The position peaked at $230K in Q2 2013. 250 funds tracked by Wall St. Rank hold AMTD as of Q3 2013.

  • Jana Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2013 after selling out during the quarter.
  • Jana Partners sold 9,475 TD Ameritrade Holding Corp shares in Q3 2013, an estimated $230K.
  • Jana Partners first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 1 quarter.
  • Jana Partners's TD Ameritrade Holding Corp position peaked at $230K in Q2 2013.
  • 250 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2013.

Based on Jana Partners's 13F filing for Q3 2013, filed 14 Nov 2013.