Jupiter Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Jupiter Asset 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
2018 Q3	–	Sell	-143,888	Closed	-$7.88M	–	257
2018 Q2	$7.88M	Buy	+143,888	New	+$8.57M	0.23%	120
2015 Q1	–	Sell	-65,600	Closed	-$2.35M	–	239
2014 Q4	$2.35M	Buy	+65,600	New	+$2.22M	0.08%	196
2014 Q2	–	Sell	-227,262	Closed	-$7.72M	–	258
2014 Q1	$7.72M	Buy	+227,262	New	+$7.43M	0.25%	117
2013 Q4	–	Sell	-59,008	Closed	-$1.54M	–	214
2013 Q3	$1.54M	Buy	+59,008	New	+$1.57M	0.07%	156

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jupiter Asset Management's AMTD Position: Q3 2018 in Review

Jupiter Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2018, closing a stake of 143,888 shares — an estimated $7.88M sold.

Jupiter Asset Management first reported a position in AMTD in Q3 2013 and held it in 4 quarters. The position peaked at $7.88M in Q2 2018. 362 funds tracked by Wall St. Rank hold AMTD as of Q3 2018.

Jupiter Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2018 after selling out during the quarter.
Jupiter Asset Management sold 143,888 TD Ameritrade Holding Corp shares in Q3 2018, an estimated $7.88M.
Jupiter Asset Management first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 4 quarters.
Jupiter Asset Management's TD Ameritrade Holding Corp position peaked at $7.88M in Q2 2018.
362 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2018.

Based on Jupiter Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.