SFP
AMTD

Santa Fe Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Santa Fe Partners’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
-30,417
Closed -$1.01M – 625
2014
Q3 		$1.01M Buy
+30,417
New +$984K 0.16% 259
2014
Q1 		– Sell
-66,373
Closed -$2.04M – 610
2013
Q4 		$2.04M Buy
+66,373
New +$1.89M 0.33% 118
2013
Q3 		– Sell
-76,209
Closed -$1.85M – 625
2013
Q2 		$1.85M Buy
+76,209
New +$1.66M 0.38% 95

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

Santa Fe Partners's AMTD Position: Q4 2014 in Review

Santa Fe Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2014, closing a stake of 30,417 shares — an estimated $1.01M sold.

Santa Fe Partners first reported a position in AMTD in Q2 2013 and held it in 3 quarters. The position peaked at $2.04M in Q4 2013. 287 funds tracked by Wall St. Rank hold AMTD as of Q4 2014.

  • Santa Fe Partners reported no remaining TD Ameritrade Holding Corp position as of Q4 2014 after selling out during the quarter.
  • Santa Fe Partners sold 30,417 TD Ameritrade Holding Corp shares in Q4 2014, an estimated $1.01M.
  • Santa Fe Partners first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 3 quarters.
  • Santa Fe Partners's TD Ameritrade Holding Corp position peaked at $2.04M in Q4 2013.
  • 287 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2014.

Based on Santa Fe Partners's 13F filing for Q4 2014, filed 13 Feb 2015.