WAS
AMTD

Winch Advisory Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-102
Closed -$4K – 304
2016
Q2 		$4K Buy
+102
New +$3.1K ﹤0.01% 201
2016
Q1 		– Sell
-102
Closed -$4K – 286
2015
Q4 		$4K Buy
102
+1
+1% +$35 ﹤0.01% 187
2015
Q3 		$4K Buy
+101
New +$3.54K 0.01% 175

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Winch Advisory Services's AMTD Position: Q3 2016 in Review

Winch Advisory Services sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2016, closing a stake of 102 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in AMTD in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 286 funds tracked by Wall St. Rank hold AMTD as of Q3 2016.

  • Winch Advisory Services reported no remaining TD Ameritrade Holding Corp position as of Q3 2016 after selling out during the quarter.
  • Winch Advisory Services sold 102 TD Ameritrade Holding Corp shares in Q3 2016, an estimated $4K.
  • Winch Advisory Services first reported a position in TD Ameritrade Holding Corp in Q3 2015 and held it in 3 quarters.
  • Winch Advisory Services's TD Ameritrade Holding Corp position peaked at $4K in Q2 2016.
  • 286 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.