SI
AMTD

Sentry Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sentry Investments’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
2016
Q4 		– Sell
-72,900
Closed -$2.57K – 165
2016
Q3 		$2.57K Buy
72,900
+2,300
+3% +$71.7K 0.02% 131
2016
Q2 		$2.01K Buy
70,600
+2,500
+4% +$76.1K 0.02% 127
2016
Q1 		$2.15K Buy
68,100
+22,300
+49% +$657K 0.03% 123
2015
Q4 		$1.59K Buy
+45,800
New +$1.59M 0.02% 138

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sentry Investments's AMTD Position: Q4 2016 in Review

Sentry Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2016, closing a stake of 72,900 shares — an estimated $2.57K sold.

Sentry Investments first reported a position in AMTD in Q4 2015 and held it in 4 quarters. The position peaked at $2.57K in Q3 2016. 319 funds tracked by Wall St. Rank hold AMTD as of Q4 2016.

  • Sentry Investments reported no remaining TD Ameritrade Holding Corp position as of Q4 2016 after selling out during the quarter.
  • Sentry Investments sold 72,900 TD Ameritrade Holding Corp shares in Q4 2016, an estimated $2.57K.
  • Sentry Investments first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 4 quarters.
  • Sentry Investments's TD Ameritrade Holding Corp position peaked at $2.57K in Q3 2016.
  • 319 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2016.

Based on Sentry Investments's 13F filing for Q4 2016, filed 14 Feb 2017.