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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-74,000
Closed -$2.51M – 158
2014
Q1 		$2.51M Buy
74,000
+480
+0.7% +$16.3K 0.12% 130
2013
Q4 		$2.25M Hold
73,520
– – 0.12% 130
2013
Q3 		$1.93M Buy
+73,520
New +$1.93M 0.11% 147