PCM
AMTD

Palisade Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Palisade Capital Management’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
2014
Q3 		– Sell
-14,664
Closed -$460K – 506
2014
Q2 		$460K Sell
14,664
-6,902
-32% -$214K 0.01% 424
2014
Q1 		$732K Sell
21,566
-3,342
-13% -$109K 0.02% 382
2013
Q4 		$763K Sell
24,908
-9,628
-28% -$274K 0.02% 361
2013
Q3 		$904K Sell
34,536
-24,538
-42% -$652K 0.02% 361
2013
Q2 		$1.44M Buy
+59,074
New +$1.28M 0.04% 340

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Palisade Capital Management's AMTD Position: Q3 2014 in Review

Palisade Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2014, closing a stake of 14,664 shares — an estimated $460K sold.

Palisade Capital Management first reported a position in AMTD in Q2 2013 and held it in 5 quarters. The position peaked at $1.44M in Q2 2013. 260 funds tracked by Wall St. Rank hold AMTD as of Q3 2014.

  • Palisade Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2014 after selling out during the quarter.
  • Palisade Capital Management sold 14,664 TD Ameritrade Holding Corp shares in Q3 2014, an estimated $460K.
  • Palisade Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 5 quarters.
  • Palisade Capital Management's TD Ameritrade Holding Corp position peaked at $1.44M in Q2 2013.
  • 260 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2014.

Based on Palisade Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.