Chicago Partners Investment Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Chicago Partners Investment Group’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	-6,621	Closed	-$242K	–	430
2020 Q2	$242K	Hold	6,621	–	–	0.03%	331
2020 Q1	$247K	Hold	6,621	–	–	0.04%	286
2019 Q4	$339K	Buy	6,621 +107	+2%	+$4.64K	0.04%	261
2019 Q3	$251K	Hold	6,514	–	–	0.04%	290
2019 Q2	$341K	Hold	6,514	–	–	0.05%	235
2019 Q1	$349K	Hold	6,514	–	–	0.05%	222
2018 Q4	$336K	Sell	6,514 -4,590	-41%	-$234K	0.05%	245
2018 Q3	$559K	Buy	11,104 +9,001	+428%	+$512K	0.08%	174
2018 Q2	$115K	Buy	+2,103	New	+$125K	0.02%	367

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

Chicago Partners Investment Group's AMTD Position: Q3 2020 in Review

Chicago Partners Investment Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 6,621 shares — an estimated $242K sold.

Chicago Partners Investment Group first reported a position in AMTD in Q2 2018 and held it in 9 quarters. The position peaked at $559K in Q3 2018. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Chicago Partners Investment Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 6,621 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $242K.
Chicago Partners Investment Group first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 9 quarters.
Chicago Partners Investment Group's TD Ameritrade Holding Corp position peaked at $559K in Q3 2018.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Chicago Partners Investment Group's 13F filing for Q3 2020, filed 6 Nov 2020.