Lupo Securities’s TD Ameritrade Holding Corp AMTD Stock Holding History

Lupo Securities’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 Q2	–	Sell	-132	Closed	-$5K	–	440
2015 Q1	$5K	Buy	+132	New	+$4.69K	0.01%	353

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Lupo Securities's AMTD Position: Q2 2015 in Review

Lupo Securities sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2015, closing a stake of 132 shares — an estimated $5K sold.

Lupo Securities first reported a position in AMTD in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 287 funds tracked by Wall St. Rank hold AMTD as of Q2 2015.

Lupo Securities reported no remaining TD Ameritrade Holding Corp position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 132 TD Ameritrade Holding Corp shares in Q2 2015, an estimated $5K.
Lupo Securities first reported a position in TD Ameritrade Holding Corp in Q1 2015 and held it in 1 quarter.
Lupo Securities's TD Ameritrade Holding Corp position peaked at $5K in Q1 2015.
287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.