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, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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.