NFA
AMTD

Nuveen Fund Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Nuveen Fund 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
2018
Q1 		– Sell
-4,631
Closed -$237K – 309
2017
Q4 		$237K Sell
4,631
-2,041
-31% -$102K 0.07% 269
2017
Q3 		$326K Sell
6,672
-3,409
-34% -$153K 0.07% 268
2017
Q2 		$433K Sell
10,081
-1,906
-16% -$74K 0.07% 285
2017
Q1 		$466K Sell
11,987
-471
-4% -$20.1K 0.06% 299
2016
Q4 		$543K Sell
12,458
-3,880
-24% -$151K 0.08% 269
2016
Q3 		$576K Buy
16,338
+853
+6% +$26.6K 0.08% 271
2016
Q2 		$441K Buy
+15,485
New +$471K 0.07% 288

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Fund Advisors's AMTD Position: Q1 2018 in Review

Nuveen Fund Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2018, closing a stake of 4,631 shares — an estimated $237K sold.

Nuveen Fund Advisors first reported a position in AMTD in Q2 2016 and held it in 7 quarters. The position peaked at $576K in Q3 2016. 379 funds tracked by Wall St. Rank hold AMTD as of Q1 2018.

  • Nuveen Fund Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 4,631 TD Ameritrade Holding Corp shares in Q1 2018, an estimated $237K.
  • Nuveen Fund Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2016 and held it in 7 quarters.
  • Nuveen Fund Advisors's TD Ameritrade Holding Corp position peaked at $576K in Q3 2016.
  • 379 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2018.

Based on Nuveen Fund Advisors's 13F filing for Q1 2018, filed 14 May 2018.