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Summit Securities Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-2,000
Closed -$74K – 565
2015
Q2 		$74K Buy
2,000
+919
+85% +$34.1K 0.04% 156
2015
Q1 		$40K Sell
1,081
-4,619
-81% -$164K 0.03% 210
2014
Q4 		$204K Buy
5,700
+3,100
+119% +$105K 0.06% 188
2014
Q3 		$87K Buy
+2,600
New +$84.1K 0.03% 321

Other funds holding AMTD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Summit Securities Group's AMTD Position: Q3 2015 in Review

Summit Securities Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2015, closing a stake of 2,000 shares — an estimated $74K sold.

Summit Securities Group first reported a position in AMTD in Q3 2014 and held it in 4 quarters. The position peaked at $204K in Q4 2014. 276 funds tracked by Wall St. Rank hold AMTD as of Q3 2015.

  • Summit Securities Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 2,000 TD Ameritrade Holding Corp shares in Q3 2015, an estimated $74K.
  • Summit Securities Group first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 4 quarters.
  • Summit Securities Group's TD Ameritrade Holding Corp position peaked at $204K in Q4 2014.
  • 276 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.