Bank of Montreal’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bank of Montreal’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
2019 Q4	–	Sell	-247,300	Closed	-$11.5M	–	5087
2019 Q3	$11.5M	Buy	+247,300	New	+$11.8M	0.01%	823

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

Bank of Montreal's AMTD Position: Q4 2020 in Review

Bank of Montreal sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 37,245 shares — an estimated $1.49M sold.

Bank of Montreal first reported a position in AMTD in Q2 2013 and held it in 29 quarters. The position peaked at $29.7M in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Bank of Montreal reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Bank of Montreal sold 37,245 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.49M.
Bank of Montreal first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 29 quarters.
Bank of Montreal's TD Ameritrade Holding Corp position peaked at $29.7M in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Bank of Montreal's 13F filing for Q4 2020, filed 12 Feb 2021.