Capstone Investment Advisors
AMTD

Capstone Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Capstone Investment 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
-128,333
Closed -$4.67M – 1479
2020
Q2 		$4.67M Buy
128,333
+88,050
+219% +$3.31M 0.03% 459
2020
Q1 		$1.4M Sell
40,283
-83,291
-67% -$3.63M 0.02% 622
2019
Q4 		$6.14M Buy
+123,574
New +$5.36M 0.03% 485

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capstone Investment Advisors's AMTD Position: Q3 2020 in Review

Capstone Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 128,333 shares — an estimated $4.67M sold.

Capstone Investment Advisors first reported a position in AMTD in Q4 2019 and held it in 3 quarters. The position peaked at $6.14M in Q4 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Capstone Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Capstone Investment Advisors sold 128,333 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $4.67M.
  • Capstone Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 3 quarters.
  • Capstone Investment Advisors's TD Ameritrade Holding Corp position peaked at $6.14M in Q4 2019.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Capstone Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.