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

Jupiter Investment 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
2015 Q3	–	Sell	-30,900	Closed	-$1.14M	–	422
2015 Q2	$1.14M	Buy	+30,900	New	+$1.15M	0.03%	159
2014 Q2	–	Sell	-89,200	Closed	-$3.03M	–	433
2014 Q1	$3.03M	Buy	+89,200	New	+$2.92M	0.2%	121

Other funds holding AMTD

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Jupiter Investment Management's AMTD Position: Q3 2015 in Review

Jupiter Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2015, closing a stake of 30,900 shares — an estimated $1.14M sold.

Jupiter Investment Management first reported a position in AMTD in Q1 2014 and held it in 2 quarters. The position peaked at $3.03M in Q1 2014. 276 funds tracked by Wall St. Rank hold AMTD as of Q3 2015.

Jupiter Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2015 after selling out during the quarter.
Jupiter Investment Management sold 30,900 TD Ameritrade Holding Corp shares in Q3 2015, an estimated $1.14M.
Jupiter Investment Management first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 2 quarters.
Jupiter Investment Management's TD Ameritrade Holding Corp position peaked at $3.03M in Q1 2014.
276 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2015.

Based on Jupiter Investment Management's 13F filing for Q3 2015, filed 2 Nov 2015.