Chuck Akre
Akre Capital Management
Chuck Akre AMERITRADE HOLDING LLC stake
total: 85
Akre Capital Management AMTD trades
- Total transactions:
- 7
- New positions:
- 1
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2013 Q2 or earlier
- Held for:
- 25+ quarters
- Latest activity:
- 2019 Q3
According to 2026 Q2 report, Chuck Akre doesn't hold any AMERITRADE HOLDING LLC (AMTD) shares. Akre Capital Management has held AMTD since at least 2013 Q2 with about 3.16M shares in our earliest available record. Since at least 2013 Q2, Akre Capital Management has made 6 more transactions.
When did Chuck Akre sell AMERITRADE HOLDING LLC (AMTD)?
Chuck Akre sold off the entire AMERITRADE HOLDING LLC (AMTD) position in 2019 Q3.
Estimated cost basis*
- Weighted AVG buy price:
- $27.20
- Weighted AVG sell price:
- $48.86
Chuck Akre's historical trades in AMERITRADE HOLDING LLC
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2019 Q3
|
0.00%
|
$49.92
|
-100% (-3,350,000)
|
|||
|
2018 Q4
|
2.08%
|
$48.96
|
+12.89% (+382,500)
|
|||
|
2018 Q2
|
2.05%
|
$54.77
|
-0.57% (-17,078)
|
|||
|
2018 Q1
|
2.32%
|
$59.23
|
+0.58% (+17,078)
|
|||
|
2015 Q4
|
2.29%
|
$34.71
|
-8.02% (-258,900)
|
|||
|
2015 Q3
|
2.38%
|
$31.84
|
+2.14% (+67,500)
|
|||
|
2013 Q2
|
3.47%
|
$24.29
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.