BP’s TD Ameritrade Holding Corp AMTD Stock Holding History

BP’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	-25,000	Closed	-$979K	–	564
2020 Q3	$979K	Sell	25,000 -2,000	-7%	-$75.3K	0.02%	434
2020 Q2	$982K	Hold	27,000	–	–	0.04%	423
2020 Q1	$936K	Hold	27,000	–	–	0.04%	389
2019 Q4	$1.34M	Sell	27,000 -2,000	-7%	-$86.7K	0.05%	379
2019 Q3	$1.35M	Buy	+29,000	New	+$1.39M	0.05%	372
2018 Q4	–	Sell	-30,000	Closed	-$1.58M	–	514
2018 Q3	$1.58M	Hold	30,000	–	–	0.05%	369
2018 Q2	$1.64M	Hold	30,000	–	–	0.05%	365
2018 Q1	$1.78M	Hold	30,000	–	–	0.06%	317
2017 Q4	$1.53M	Hold	30,000	–	–	0.05%	350
2017 Q3	$1.46M	Buy	+30,000	New	+$1.35M	0.05%	349
2017 Q1	–	Sell	-27,000	Closed	-$1.18M	–	449
2016 Q4	$1.18M	Buy	+27,000	New	+$1.05M	0.04%	389
2014 Q2	–	Sell	-25,000	Closed	-$849K	–	307
2014 Q1	$849K	Buy	+25,000	New	+$818K	0.03%	280

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

BP's AMTD Position: Q4 2020 in Review

BP sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 25,000 shares — an estimated $979K sold.

BP first reported a position in AMTD in Q1 2014 and held it in 12 quarters. The position peaked at $1.78M in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

BP reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
BP sold 25,000 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $979K.
BP first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 12 quarters.
BP's TD Ameritrade Holding Corp position peaked at $1.78M in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on BP's 13F filing for Q4 2020, filed 8 Feb 2021.