LJAC
AMTD

L.J. Altfest & Co’s TD Ameritrade Holding Corp AMTD Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-3,232
Closed -$103K – 118
2015
Q3 		$103K Buy
+3,232
New +$113K 0.1% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

L.J. Altfest & Co's AMTD Position: Q4 2015 in Review

L.J. Altfest & Co sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2015, closing a stake of 3,232 shares — an estimated $103K sold.

L.J. Altfest & Co first reported a position in AMTD in Q3 2015 and held it in 1 quarter. The position peaked at $103K in Q3 2015. 307 funds tracked by Wall St. Rank hold AMTD as of Q4 2015.

  • L.J. Altfest & Co reported no remaining TD Ameritrade Holding Corp position as of Q4 2015 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,232 TD Ameritrade Holding Corp shares in Q4 2015, an estimated $103K.
  • L.J. Altfest & Co first reported a position in TD Ameritrade Holding Corp in Q3 2015 and held it in 1 quarter.
  • L.J. Altfest & Co's TD Ameritrade Holding Corp position peaked at $103K in Q3 2015.
  • 307 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2015.

Based on L.J. Altfest & Co's 13F filing for Q4 2015, filed 19 Feb 2016.