Princeton Alpha Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-21,452	Closed	-$935K	–	815
2016 Q4	$935K	Buy	+21,452	New	+$833K	0.19%	159
2016 Q1	–	Sell	-32,668	Closed	-$1.13M	–	1006
2015 Q4	$1.13M	Buy	+32,668	New	+$1.13M	0.19%	154
2015 Q1	–	Sell	-12,449	Closed	-$445K	–	937
2014 Q4	$445K	Buy	+12,449	New	+$422K	0.13%	263

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Princeton Alpha Management's AMTD Position: Q1 2017 in Review

Princeton Alpha Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 21,452 shares — an estimated $935K sold.

Princeton Alpha Management first reported a position in AMTD in Q4 2014 and held it in 3 quarters. The position peaked at $1.13M in Q4 2015. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

Princeton Alpha Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 21,452 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $935K.
Princeton Alpha Management first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 3 quarters.
Princeton Alpha Management's TD Ameritrade Holding Corp position peaked at $1.13M in Q4 2015.
303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.