Berman Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Berman Capital 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 Q4	–	Sell	-512	Closed	-$20K	–	1915
2020 Q3	$20K	Hold	512	–	–	0.01%	590
2020 Q2	$18K	Buy	512 +61	+14%	+$2.3K	﹤0.01%	583
2020 Q1	$15K	Buy	+451	New	+$19.6K	﹤0.01%	577
2019 Q3	–	Sell	-306	Closed	-$15K	–	1650
2019 Q2	$15K	Buy	306 +72	+31%	+$3.73K	﹤0.01%	606
2019 Q1	$11K	Buy	234 +41	+21%	+$2.22K	﹤0.01%	641
2018 Q4	$9K	Buy	+193	New	+$9.83K	﹤0.01%	541

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

Berman Capital Advisors's AMTD Position: Q4 2020 in Review

Berman Capital Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 512 shares — an estimated $20K sold.

Berman Capital Advisors first reported a position in AMTD in Q4 2018 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Berman Capital Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 512 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $20K.
Berman Capital Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's TD Ameritrade Holding Corp position peaked at $20K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.