MAA
AMTD

Managed Account Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Managed Account Advisors’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 		$23.6M Buy
640,365
+39,186
+7% +$1.46M 0.02% 654
2015
Q1 		$22.4M Buy
601,179
+42,311
+8% +$1.5M 0.02% 668
2014
Q4 		$20M Sell
558,868
-22,832
-4% -$774K 0.02% 709
2014
Q3 		$19.4M Sell
581,700
-47,282
-8% -$1.53M 0.02% 695
2014
Q2 		$19.7M Buy
628,982
+142,536
+29% +$4.42M 0.02% 684
2014
Q1 		$16.5M Buy
486,446
+44,156
+10% +$1.44M 0.02% 733
2013
Q4 		$13.6M Buy
442,290
+89,961
+26% +$2.56M 0.02% 813
2013
Q3 		$9.22M Buy
352,329
+6,367
+2% +$169K 0.01% 952
2013
Q2 		$8.4M Buy
+345,962
New +$7.52M 0.01% 950

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return