CWM
AMTD

CIBC World Markets’s TD Ameritrade Holding Corp AMTD Stock Holding History

CIBC World Markets’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
Q1 		– Sell
-29,000
Closed -$1.44M – 767
2019
Q4 		$1.44M Buy
+29,000
New +$1.26M 0.01% 641
2019
Q3 		– Sell
-176,600
Closed -$8.82M – 752
2019
Q2 		$8.82M Buy
+176,600
New +$9.15M 0.07% 293
2016
Q4 		– Sell
-26,364
Closed -$929K – 640
2016
Q3 		$929K Buy
+26,364
New +$821K 0.02% 195
2014
Q1 		– Sell
-61,758
Closed -$1.89M – 63
2013
Q4 		$1.89M Buy
+61,758
New +$1.76M 0.94% 27

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Markets's AMTD Position: Q1 2020 in Review

CIBC World Markets sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 29,000 shares — an estimated $1.44M sold.

CIBC World Markets first reported a position in AMTD in Q4 2013 and held it in 4 quarters. The position peaked at $8.82M in Q2 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • CIBC World Markets reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • CIBC World Markets sold 29,000 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.44M.
  • CIBC World Markets first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 4 quarters.
  • CIBC World Markets's TD Ameritrade Holding Corp position peaked at $8.82M in Q2 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on CIBC World Markets's 13F filing for Q1 2020, filed 12 May 2020.