PIP
AMTD

Palisades Investment Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Palisades Investment Partners’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
Q2 		$276K Sell
8,800
-27,000
-75% -$837K 0.49% 69
2014
Q1 		$1.22M Hold
35,800
– – 1.32% 33
2013
Q4 		$1.1M Buy
35,800
+13,200
+58% +$376K 1.22% 35
2013
Q3 		$592K Hold
22,600
– – 0.56% 61
2013
Q2 		$549K Buy
+22,600
New +$491K 0.55% 59

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 $110B AUM 4.8% 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 $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Palisades Investment Partners's AMTD Position: Q2 2014 in Review

Palisades Investment Partners reduced its TD Ameritrade Holding Corp (AMTD) stake by 75% in Q2 2014, selling an estimated $837K and leaving 8,800 shares worth $276K. The position accounts for 0.49% of the portfolio, ranked #69.

Palisades Investment Partners first reported a position in AMTD in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2014. 274 funds tracked by Wall St. Rank hold AMTD as of Q2 2014.

  • Palisades Investment Partners held 8,800 shares of TD Ameritrade Holding Corp worth $276K as of Q2 2014.
  • Palisades Investment Partners sold 27,000 TD Ameritrade Holding Corp shares in Q2 2014, an estimated $837K.
  • TD Ameritrade Holding Corp made up 0.49% of Palisades Investment Partners's portfolio in Q2 2014, its #69 holding.
  • Palisades Investment Partners first reported a position in TD Ameritrade Holding Corp in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's TD Ameritrade Holding Corp position peaked at $1.22M in Q1 2014.
  • 274 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.