WIM
AMTD

Waverton Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Waverton Investment 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
Q2 		– Sell
-74,000
Closed -$2.51M – 159
2014
Q1 		$2.51M Buy
74,000
+480
+0.7% +$15.7K 0.12% 130
2013
Q4 		$2.25M Hold
73,520
– – 0.12% 130
2013
Q3 		$1.93M Buy
+73,520
New +$1.95M 0.11% 147

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 $110B AUM 4.8% 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 $609B AUM 40.19% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Waverton Investment Management's AMTD Position: Q2 2014 in Review

Waverton Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2014, closing a stake of 74,000 shares — an estimated $2.51M sold.

Waverton Investment Management first reported a position in AMTD in Q3 2013 and held it in 3 quarters. The position peaked at $2.51M in Q1 2014. 274 funds tracked by Wall St. Rank hold AMTD as of Q2 2014.

  • Waverton Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 74,000 TD Ameritrade Holding Corp shares in Q2 2014, an estimated $2.51M.
  • Waverton Investment Management first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's TD Ameritrade Holding Corp position peaked at $2.51M in Q1 2014.
  • 274 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.