SC
AMTD

Sumit Capital’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sumit Capital’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
Q2 		– Sell
-8,119
Closed -$276K – 174
2014
Q1 		$276K Sell
8,119
-9,457
-54% -$309K 1.05% 27
2013
Q4 		$539K Buy
+17,576
New +$500K 0.96% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sumit Capital's AMTD Position: Q2 2014 in Review

Sumit Capital sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2014, closing a stake of 8,119 shares — an estimated $276K sold.

Sumit Capital first reported a position in AMTD in Q4 2013 and held it in 2 quarters. The position peaked at $539K in Q4 2013. 274 funds tracked by Wall St. Rank hold AMTD as of Q2 2014.

  • Sumit Capital reported no remaining TD Ameritrade Holding Corp position as of Q2 2014 after selling out during the quarter.
  • Sumit Capital sold 8,119 TD Ameritrade Holding Corp shares in Q2 2014, an estimated $276K.
  • Sumit Capital first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 2 quarters.
  • Sumit Capital's TD Ameritrade Holding Corp position peaked at $539K in Q4 2013.
  • 274 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.