ZIM
AMTD

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

Zacks 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
-32,391
Closed -$1.1M – 791
2014
Q1 		$1.1M Buy
32,391
+15,697
+94% +$513K 0.04% 233
2013
Q4 		$512K Buy
16,694
+2,594
+18% +$73.9K 0.02% 381
2013
Q3 		$369K Buy
+14,100
New +$375K 0.02% 458

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 $97.9B AUM 20.73% 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 $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

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

Zacks Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2014, closing a stake of 32,391 shares — an estimated $1.1M sold.

Zacks Investment Management first reported a position in AMTD in Q3 2013 and held it in 3 quarters. The position peaked at $1.1M in Q1 2014. 274 funds tracked by Wall St. Rank hold AMTD as of Q2 2014.

  • Zacks Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 32,391 TD Ameritrade Holding Corp shares in Q2 2014, an estimated $1.1M.
  • Zacks Investment Management first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 3 quarters.
  • Zacks Investment Management's TD Ameritrade Holding Corp position peaked at $1.1M in Q1 2014.
  • 274 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.