PFG
AMTD

Pacific Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Pacific Financial Group’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
-300
Closed -$11K – 211
2014
Q4 		$11K Buy
+300
New +$10.2K ﹤0.01% 156

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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

Pacific Financial Group's AMTD Position: Q1 2015 in Review

Pacific Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2015, closing a stake of 300 shares — an estimated $11K sold.

Pacific Financial Group first reported a position in AMTD in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 267 funds tracked by Wall St. Rank hold AMTD as of Q1 2015.

  • Pacific Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 300 TD Ameritrade Holding Corp shares in Q1 2015, an estimated $11K.
  • Pacific Financial Group first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's TD Ameritrade Holding Corp position peaked at $11K in Q4 2014.
  • 267 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.