Baltimore-Washington Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Baltimore-Washington Financial Advisors’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 Q3	–	Sell	-112,247	Closed	-$4.08M	–	143
2020 Q2	$4.08M	Sell	112,247 -3,123	-3%	-$118K	0.56%	62
2020 Q1	$4M	Sell	115,370 -10,521	-8%	-$458K	0.72%	49
2019 Q4	$6.26M	Sell	125,891 -18,139	-13%	-$786K	0.92%	46
2019 Q3	$6.73M	Sell	144,030 -9,031	-6%	-$433K	1.11%	40
2019 Q2	$7.64M	Sell	153,061 -284	-0.2%	-$14.7K	1.29%	33
2019 Q1	$7.67M	Sell	153,345 -803	-0.5%	-$43.5K	1.34%	35
2018 Q4	$7.55M	Sell	154,148 -15,885	-9%	-$809K	1.56%	31
2018 Q3	$8.98M	Buy	170,033 +6,274	+4%	+$357K	1.62%	26
2018 Q2	$8.97M	Buy	163,759 +12,260	+8%	+$730K	1.78%	21
2018 Q1	$8.97M	Buy	151,499 +10,150	+7%	+$575K	1.96%	18
2017 Q4	$7.23M	Buy	+141,349	New	+$7.06M	1.52%	30

Other funds holding AMTD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Baltimore-Washington Financial Advisors's AMTD Position: Q3 2020 in Review

Baltimore-Washington Financial Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 112,247 shares — an estimated $4.08M sold.

Baltimore-Washington Financial Advisors first reported a position in AMTD in Q4 2017 and held it in 11 quarters. The position peaked at $8.98M in Q3 2018. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Baltimore-Washington Financial Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 112,247 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $4.08M.
Baltimore-Washington Financial Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 11 quarters.
Baltimore-Washington Financial Advisors's TD Ameritrade Holding Corp position peaked at $8.98M in Q3 2018.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.