American Assets Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

American Assets 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
2020 Q4	–	Sell	-20,000	Closed	-$783K	–	129
2020 Q3	$783K	Hold	20,000	–	–	0.16%	108
2020 Q2	$728K	Hold	20,000	–	–	0.16%	108
2020 Q1	$693K	Hold	20,000	–	–	0.15%	128
2019 Q4	$994K	Buy	+20,000	New	+$867K	0.15%	133

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

American Assets Investment Management's AMTD Position: Q4 2020 in Review

American Assets Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 20,000 shares — an estimated $783K sold.

American Assets Investment Management first reported a position in AMTD in Q4 2019 and held it in 4 quarters. The position peaked at $994K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

American Assets Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
American Assets Investment Management sold 20,000 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $783K.
American Assets Investment Management first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 4 quarters.
American Assets Investment Management's TD Ameritrade Holding Corp position peaked at $994K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on American Assets Investment Management's 13F filing for Q4 2020, filed 8 Feb 2021.