PTC
AMTD

Private Trust Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

Private Trust Company’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 		– Sell
-201
Closed -$7K – 1360
2014
Q3 		$7K Hold
201
– – ﹤0.01% 1219
2014
Q2 		$6K Buy
+201
New +$6.23K ﹤0.01% 1238

Other funds holding AMTD

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Baillie Gifford & Co
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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

Private Trust Company's AMTD Position: Q4 2014 in Review

Private Trust Company sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2014, closing a stake of 201 shares — an estimated $7K sold.

Private Trust Company first reported a position in AMTD in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2014. 287 funds tracked by Wall St. Rank hold AMTD as of Q4 2014.

  • Private Trust Company reported no remaining TD Ameritrade Holding Corp position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 201 TD Ameritrade Holding Corp shares in Q4 2014, an estimated $7K.
  • Private Trust Company first reported a position in TD Ameritrade Holding Corp in Q2 2014 and held it in 2 quarters.
  • Private Trust Company's TD Ameritrade Holding Corp position peaked at $7K in Q3 2014.
  • 287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.