NI
AMTD

Numeric Investors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Numeric Investors’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
2017
Q1 		– Sell
-4,700
Closed -$205K – 1216
2016
Q4 		$205K Sell
4,700
-16,100
-77% -$625K ﹤0.01% 991
2016
Q3 		$733K Buy
+20,800
New +$648K 0.01% 695
2016
Q1 		– Sell
-23,500
Closed -$816K – 1179
2015
Q4 		$816K Buy
+23,500
New +$816K 0.01% 621
2013
Q4 		– Sell
-37,800
Closed -$990K – 924
2013
Q3 		$990K Buy
+37,800
New +$1M 0.02% 441

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Numeric Investors's AMTD Position: Q1 2017 in Review

Numeric Investors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 4,700 shares — an estimated $205K sold.

Numeric Investors first reported a position in AMTD in Q3 2013 and held it in 4 quarters. The position peaked at $990K in Q3 2013. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • Numeric Investors reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
  • Numeric Investors sold 4,700 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $205K.
  • Numeric Investors first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 4 quarters.
  • Numeric Investors's TD Ameritrade Holding Corp position peaked at $990K in Q3 2013.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Numeric Investors's 13F filing for Q1 2017, filed 15 May 2017.