NPC
AMTD

National Planning Corporation’s TD Ameritrade Holding Corp AMTD Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-400
Closed -$13.7K – 2274
2014
Q4 		$13.7K Buy
+400
New +$13.6K ﹤0.01% 1896

Other funds holding AMTD

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Baillie Gifford & Co
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

National Planning Corporation's AMTD Position: Q1 2015 in Review

National Planning Corporation sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2015, closing a stake of 400 shares — an estimated $13.7K sold.

National Planning Corporation first reported a position in AMTD in Q4 2014 and held it in 1 quarter. The position peaked at $13.7K in Q4 2014. 267 funds tracked by Wall St. Rank hold AMTD as of Q1 2015.

  • National Planning Corporation reported no remaining TD Ameritrade Holding Corp position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 400 TD Ameritrade Holding Corp shares in Q1 2015, an estimated $13.7K.
  • National Planning Corporation first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's TD Ameritrade Holding Corp position peaked at $13.7K in Q4 2014.
  • 267 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.