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

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

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. 287 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.
  • 287 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.