WA
AMTD

WFG Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

WFG Advisors’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
Q4 		– Sell
-11
Closed – – 1791
2016
Q3 		$0 Hold
11
– – ﹤0.01% 1730
2016
Q2 		$0 Hold
11
– – ﹤0.01% 1731
2016
Q1 		$0 Hold
11
– – ﹤0.01% 1730
2015
Q4 		$0 Hold
11
– – ﹤0.01% 1702
2015
Q3 		$0 Hold
11
– – ﹤0.01% 1751
2015
Q2 		$0 Hold
11
– – ﹤0.01% 1844
2015
Q1 		$0 Buy
11
+1
+10% +$36 ﹤0.01% 2141
2014
Q4 		$0 Hold
10
– – ﹤0.01% 2281
2014
Q3 		$0 Hold
10
– – ﹤0.01% 2191
2014
Q2 		$0 Hold
10
– – ﹤0.01% 2101
2014
Q1 		$0 Hold
10
– – ﹤0.01% 2298
2013
Q4 		$0 Hold
10
– – ﹤0.01% 2346
2013
Q3 		$0 Hold
10
– – ﹤0.01% 2288
2013
Q2 		$0 Buy
+10
New +$217 ﹤0.01% 2129

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WFG Advisors's AMTD Position: Q4 2016 in Review

WFG Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2016, closing a stake of 11 shares.

WFG Advisors first reported a position in AMTD in Q2 2013 and held it in 14 quarters. The position peaked at $0 in Q3 2016. 319 funds tracked by Wall St. Rank hold AMTD as of Q4 2016.

  • WFG Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 11 TD Ameritrade Holding Corp shares in Q4 2016.
  • WFG Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's TD Ameritrade Holding Corp position peaked at $0 in Q3 2016.
  • 319 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.