Moody Lynn & Lieberson’s TD Ameritrade Holding Corp AMTD Stock Holding History

Moody Lynn & Lieberson’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
2016 Q1	–	Sell	-55,786	Closed	-$1.94M	–	197
2015 Q4	$1.94M	Buy	55,786 +44,156	+380%	+$1.53M	0.3%	78
2015 Q3	$370K	Buy	11,630 +2,085	+22%	+$73.1K	0.07%	133
2015 Q2	$351K	Buy	9,545 +337	+4%	+$12.5K	0.06%	144
2015 Q1	$343K	Buy	9,208 +144	+2%	+$5.12K	0.05%	140
2014 Q4	$324K	Sell	9,064 -427	-4%	-$14.5K	0.05%	153
2014 Q3	$317K	Hold	9,491	–	–	0.05%	141
2014 Q2	$298K	Sell	9,491 -198	-2%	-$6.14K	0.04%	158
2014 Q1	$329K	Sell	9,689 -131	-1%	-$4.28K	0.05%	150
2013 Q4	$301K	Buy	9,820 +580	+6%	+$16.5K	0.04%	165
2013 Q3	$242K	Buy	+9,240	New	+$246K	0.04%	162

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

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Moody Lynn & Lieberson's AMTD Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 55,786 shares — an estimated $1.94M sold.

Moody Lynn & Lieberson first reported a position in AMTD in Q3 2013 and held it in 10 quarters. The position peaked at $1.94M in Q4 2015. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

Moody Lynn & Lieberson reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
Moody Lynn & Lieberson sold 55,786 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $1.94M.
Moody Lynn & Lieberson first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 10 quarters.
Moody Lynn & Lieberson's TD Ameritrade Holding Corp position peaked at $1.94M in Q4 2015.
279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.