RIA
AMTD

Regal Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-1,000
Closed -$31K – 961
2015
Q3 		$31K Sell
1,000
-700
-41% -$24.5K 0.01% 489
2015
Q2 		$62K Buy
+1,700
New +$63.2K 0.02% 391

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Regal Investment Advisors's AMTD Position: Q4 2015 in Review

Regal Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2015, closing a stake of 1,000 shares — an estimated $31K sold.

Regal Investment Advisors first reported a position in AMTD in Q2 2015 and held it in 2 quarters. The position peaked at $62K in Q2 2015. 307 funds tracked by Wall St. Rank hold AMTD as of Q4 2015.

  • Regal Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,000 TD Ameritrade Holding Corp shares in Q4 2015, an estimated $31K.
  • Regal Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's TD Ameritrade Holding Corp position peaked at $62K in Q2 2015.
  • 307 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.