America First Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$51K | – | 79 |
|
|
2020
Q3 | $51K | Sell |
1,300
-1,300
| -50% | -$48.9K | 0.02% | 55 |
|
|
2020
Q2 | $95K | Hold |
2,600
| – | – | 0.03% | 48 |
|
|
2020
Q1 | $90K | Hold |
2,600
| – | – | 0.03% | 45 |
|
|
2019
Q4 | $129K | Hold |
2,600
| – | – | 0.04% | 45 |
|
|
2019
Q3 | $121K | Hold |
2,600
| – | – | 0.04% | 46 |
|
|
2019
Q2 | $130K | Hold |
2,600
| – | – | 0.04% | 44 |
|
|
2019
Q1 | $130K | Hold |
2,600
| – | – | 0.04% | 46 |
|
|
2018
Q4 | $127K | Hold |
2,600
| – | – | 0.04% | 45 |
|
|
2018
Q3 | $137K | Hold |
2,600
| – | – | 0.04% | 45 |
|
|
2018
Q2 | $142K | Hold |
2,600
| – | – | 0.05% | 44 |
|
|
2018
Q1 | $154K | Sell |
2,600
-400
| -13% | -$22.7K | 0.06% | 43 |
|
|
2017
Q4 | $153K | Sell |
3,000
-500
| -14% | -$25K | 0.05% | 44 |
|
|
2017
Q3 | $171K | Sell |
3,500
-1,000
| -22% | -$44.8K | 0.06% | 44 |
|
|
2017
Q2 | $193K | Sell |
4,500
-500
| -10% | -$19.4K | 0.07% | 42 |
|
|
2017
Q1 | $194K | Sell |
5,000
-500
| -9% | -$21.3K | 0.07% | 45 |
|
|
2016
Q4 | $240K | Sell |
5,500
-1,000
| -15% | -$38.8K | 0.1% | 39 |
|
|
2016
Q3 | $229K | Hold |
6,500
| – | – | 0.1% | 41 |
|
|
2016
Q2 | $185K | Hold |
6,500
| – | – | 0.08% | 46 |
|
|
2016
Q1 | $205K | Hold |
6,500
| – | – | 0.09% | 43 |
|
|
2015
Q4 | $226K | Hold |
6,500
| – | – | 0.1% | 41 |
|
|
2015
Q3 | $207K | Hold |
6,500
| – | – | 0.1% | 42 |
|
|
2015
Q2 | $239K | Hold |
6,500
| – | – | 0.1% | 42 |
|
|
2015
Q1 | $242K | Hold |
6,500
| – | – | 0.1% | 45 |
|
|
2014
Q4 | $233K | Sell |
6,500
-1,000
| -13% | -$33.9K | 0.1% | 46 |
|
|
2014
Q3 | $250K | Sell |
7,500
-216
| -3% | -$6.99K | 0.11% | 43 |
|
|
2014
Q2 | $242K | Sell |
7,716
-245
| -3% | -$7.6K | 0.11% | 45 |
|
|
2014
Q1 | $270K | Sell |
7,961
-539
| -6% | -$17.6K | 0.13% | 44 |
|
|
2013
Q4 | $260K | Hold |
8,500
| – | – | 0.12% | 44 |
|
|
2013
Q3 | $223K | Hold |
8,500
| – | – | 0.11% | 44 |
|
|
2013
Q2 | $206K | Buy |
+8,500
| New | +$185K | 0.11% | 46 |
|
Other funds holding AMTD
America First Investment Advisors's AMTD Position: Q4 2020 in Review
America First Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,300 shares — an estimated $51K sold.
America First Investment Advisors first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $270K in Q1 2014. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.
- America First Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
- America First Investment Advisors sold 1,300 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $51K.
- America First Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
- America First Investment Advisors's TD Ameritrade Holding Corp position peaked at $270K in Q1 2014.
- 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.
Based on America First Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.