Security National Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

Security National Trust’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	-45	Closed	-$2K	–	518
2014 Q4	$2K	Buy	+45	New	+$1.53K	﹤0.01%	496
2014 Q1	–	Sell	-84	Closed	-$3K	–	548
2013 Q4	$3K	Hold	84	–	–	﹤0.01%	497
2013 Q3	$2K	Buy	+84	New	+$2.23K	﹤0.01%	502

Other funds holding AMTD

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Security National Trust's AMTD Position: Q1 2015 in Review

Security National Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2015, closing a stake of 45 shares — an estimated $2K sold.

Security National Trust first reported a position in AMTD in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 267 funds tracked by Wall St. Rank hold AMTD as of Q1 2015.

Security National Trust reported no remaining TD Ameritrade Holding Corp position as of Q1 2015 after selling out during the quarter.
Security National Trust sold 45 TD Ameritrade Holding Corp shares in Q1 2015, an estimated $2K.
Security National Trust first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 3 quarters.
Security National Trust's TD Ameritrade Holding Corp position peaked at $3K in Q4 2013.
267 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2015.

Based on Security National Trust's 13F filing for Q1 2015, filed 30 Apr 2015.