PA
AMTD

Pinnacle Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Pinnacle Associates’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
-6,500
Closed -$204K – 636
2014
Q2 		$204K Hold
6,500
– – ﹤0.01% 572
2014
Q1 		$221K Sell
6,500
-250
-4% -$8.18K ﹤0.01% 551
2013
Q4 		$207K Sell
6,750
-900
-12% -$25.6K ﹤0.01% 562
2013
Q3 		$200K Sell
7,650
-750
-9% -$19.9K ﹤0.01% 546
2013
Q2 		$204K Buy
+8,400
New +$183K ﹤0.01% 522

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

Pinnacle Associates's AMTD Position: Q3 2014 in Review

Pinnacle Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2014, closing a stake of 6,500 shares — an estimated $204K sold.

Pinnacle Associates first reported a position in AMTD in Q2 2013 and held it in 5 quarters. The position peaked at $221K in Q1 2014. 260 funds tracked by Wall St. Rank hold AMTD as of Q3 2014.

  • Pinnacle Associates reported no remaining TD Ameritrade Holding Corp position as of Q3 2014 after selling out during the quarter.
  • Pinnacle Associates sold 6,500 TD Ameritrade Holding Corp shares in Q3 2014, an estimated $204K.
  • Pinnacle Associates first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 5 quarters.
  • Pinnacle Associates's TD Ameritrade Holding Corp position peaked at $221K in Q1 2014.
  • 260 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2014.

Based on Pinnacle Associates's 13F filing for Q3 2014, filed 12 Nov 2014.