Navellier & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Navellier & Associates’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	-11,519	Closed	-$367K	–	322
2015 Q3	$367K	Buy	11,519 +56	+0.5%	+$1.96K	0.04%	196
2015 Q2	$422K	Buy	11,463 +1,314	+13%	+$48.8K	0.04%	230
2015 Q1	$378K	Sell	10,149 -1,569	-13%	-$55.8K	0.03%	248
2014 Q4	$419K	Sell	11,718 -96	-0.8%	-$3.26K	0.02%	211
2014 Q3	$394K	Sell	11,814 -82	-0.7%	-$2.65K	0.02%	216
2014 Q2	$373K	Sell	11,896 -2,245	-16%	-$69.6K	0.02%	229
2014 Q1	$480K	Sell	14,141 -9	-0.1%	-$294	0.02%	187
2013 Q4	$434K	Buy	14,150 +149	+1%	+$4.24K	0.02%	201
2013 Q3	$367K	Buy	+14,001	New	+$372K	0.01%	217

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Navellier & Associates's AMTD Position: Q4 2015 in Review

Navellier & Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2015, closing a stake of 11,519 shares — an estimated $367K sold.

Navellier & Associates first reported a position in AMTD in Q3 2013 and held it in 9 quarters. The position peaked at $480K in Q1 2014. 307 funds tracked by Wall St. Rank hold AMTD as of Q4 2015.

Navellier & Associates reported no remaining TD Ameritrade Holding Corp position as of Q4 2015 after selling out during the quarter.
Navellier & Associates sold 11,519 TD Ameritrade Holding Corp shares in Q4 2015, an estimated $367K.
Navellier & Associates first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 9 quarters.
Navellier & Associates's TD Ameritrade Holding Corp position peaked at $480K in Q1 2014.
307 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2015.

Based on Navellier & Associates's 13F filing for Q4 2015, filed 10 Feb 2016.