UAS
AMTD

United Asset Strategies’s TD Ameritrade Holding Corp AMTD Stock Holding History

United Asset Strategies’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
2017
Q1 		– Sell
-62,232
Closed -$2.71M – 159
2016
Q4 		$2.71M Buy
62,232
+475
+0.8% +$18.4K 0.88% 42
2016
Q3 		$2.18M Buy
61,757
+23,151
+60% +$721K 0.76% 44
2016
Q2 		$1.1M Buy
+38,606
New +$1.17M 0.41% 61
2014
Q3 		– Sell
-11,616
Closed -$364K – 143
2014
Q2 		$364K Buy
+11,616
New +$360K 0.18% 90

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

United Asset Strategies's AMTD Position: Q1 2017 in Review

United Asset Strategies sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2017, closing a stake of 62,232 shares — an estimated $2.71M sold.

United Asset Strategies first reported a position in AMTD in Q2 2014 and held it in 4 quarters. The position peaked at $2.71M in Q4 2016. 303 funds tracked by Wall St. Rank hold AMTD as of Q1 2017.

  • United Asset Strategies reported no remaining TD Ameritrade Holding Corp position as of Q1 2017 after selling out during the quarter.
  • United Asset Strategies sold 62,232 TD Ameritrade Holding Corp shares in Q1 2017, an estimated $2.71M.
  • United Asset Strategies first reported a position in TD Ameritrade Holding Corp in Q2 2014 and held it in 4 quarters.
  • United Asset Strategies's TD Ameritrade Holding Corp position peaked at $2.71M in Q4 2016.
  • 303 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2017.

Based on United Asset Strategies's 13F filing for Q1 2017, filed 9 May 2017.