TD Ameritrade Trust Co
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 331,209
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/13/2014 | 45 | 331,209 | 13F-HR | TD Ameritrade Trust Co |
| Q4 2013 | 1/22/2014 | 45 | 330,105 | 13F-HR | TD Ameritrade Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.23 K | 11.5% | 0 | 187 | -187 |
| ETFs | 280.9 K | 84.8% | 548 | 0 | 548 |
| Debt | 12.08 K | 3.6% | 743 | 0 | 743 |
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Fund Snapshot
Q1 2014
Latest filed
5/13/2014
Total value ($000)
331,209
Holdings
45
QoQ value change ($000)
1,104
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.