TI
AMTD

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

Turner 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
Q1 		– Sell
-130,705
Closed -$4.54M – 276
2015
Q4 		$4.54M Buy
130,705
+7,680
+6% +$267K 0.94% 38
2015
Q3 		$3.92M Sell
123,025
-20,510
-14% -$719K 0.79% 45
2015
Q2 		$5.29M Sell
143,535
-24,820
-15% -$922K 0.97% 22
2015
Q1 		$6.27M Sell
168,355
-21,538
-11% -$766K 1.13% 11
2014
Q4 		$6.79M Buy
+189,893
New +$6.44M 0.81% 20

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Turner Investments's AMTD Position: Q1 2016 in Review

Turner Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2016, closing a stake of 130,705 shares — an estimated $4.54M sold.

Turner Investments first reported a position in AMTD in Q4 2014 and held it in 5 quarters. The position peaked at $6.79M in Q4 2014. 279 funds tracked by Wall St. Rank hold AMTD as of Q1 2016.

  • Turner Investments reported no remaining TD Ameritrade Holding Corp position as of Q1 2016 after selling out during the quarter.
  • Turner Investments sold 130,705 TD Ameritrade Holding Corp shares in Q1 2016, an estimated $4.54M.
  • Turner Investments first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 5 quarters.
  • Turner Investments's TD Ameritrade Holding Corp position peaked at $6.79M in Q4 2014.
  • 279 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2016.

Based on Turner Investments's 13F filing for Q1 2016, filed 13 May 2016.