PI
AMTD

Placemark Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Placemark Investments’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
Q4 		$390K Buy
10,899
+784
+8% +$26.6K 0.01% 1289
2014
Q3 		$337K Buy
10,115
+124
+1% +$4.01K 0.01% 1349
2014
Q2 		$313K Buy
+9,991
New +$310K 0.01% 1371
2013
Q3 		– Sell
-18,415
Closed -$447K – 1619
2013
Q2 		$447K Buy
+18,415
New +$400K 0.01% 1086

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Placemark Investments's AMTD Position: Q4 2014 in Review

Placemark Investments increased its TD Ameritrade Holding Corp (AMTD) stake by 7.8% in Q4 2014, buying an estimated $26.6K and bringing the position to 10,899 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1289.

Placemark Investments first reported a position in AMTD in Q2 2013 and has held it in 4 quarters since. The position peaked at $447K in Q2 2013. 287 funds tracked by Wall St. Rank hold AMTD as of Q4 2014.

  • Placemark Investments held 10,899 shares of TD Ameritrade Holding Corp worth $390K as of Q4 2014.
  • Placemark Investments bought 784 TD Ameritrade Holding Corp shares in Q4 2014, an estimated $26.6K.
  • TD Ameritrade Holding Corp made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1289 holding.
  • Placemark Investments first reported a position in TD Ameritrade Holding Corp in Q2 2013 and has held it in 4 quarters since.
  • Placemark Investments's TD Ameritrade Holding Corp position peaked at $447K in Q2 2013.
  • 287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.