TAM
AMTD

Tocqueville Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Tocqueville Asset Management’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
Q3 		– Sell
-2
Closed – – 1392
2014
Q2 		$0 Hold
2
– – ﹤0.01% 1823
2014
Q1 		$0 Hold
2
– – ﹤0.01% 1413
2013
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 1442

Other funds holding AMTD

T. Rowe Price Associates
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Baillie Gifford & Co
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tocqueville Asset Management's AMTD Position: Q3 2014 in Review

Tocqueville Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2014, closing a stake of 2 shares.

Tocqueville Asset Management first reported a position in AMTD in Q4 2013 and held it in 3 quarters. The position peaked at $0 in Q2 2014. 260 funds tracked by Wall St. Rank hold AMTD as of Q3 2014.

  • Tocqueville Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 2 TD Ameritrade Holding Corp shares in Q3 2014.
  • Tocqueville Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 3 quarters.
  • Tocqueville Asset Management's TD Ameritrade Holding Corp position peaked at $0 in Q2 2014.
  • 260 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2014.

Based on Tocqueville Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.