RMAM
AMTD

Raab & Moskowitz Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Raab & Moskowitz Asset 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
2015
Q1 		– Sell
-250
Closed -$9K – 416
2014
Q4 		$9K Buy
+250
New +$8.48K 0.01% 351

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

Raab & Moskowitz Asset Management's AMTD Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2015, closing a stake of 250 shares — an estimated $9K sold.

Raab & Moskowitz Asset Management first reported a position in AMTD in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 267 funds tracked by Wall St. Rank hold AMTD as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 250 TD Ameritrade Holding Corp shares in Q1 2015, an estimated $9K.
  • Raab & Moskowitz Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's TD Ameritrade Holding Corp position peaked at $9K in Q4 2014.
  • 267 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.