Creative Planning
AMTD

Creative Planning’s TD Ameritrade Holding Corp AMTD Stock Holding History

Creative Planning’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
-1,200,552
Closed -$47M – 2523
2020
Q3 		$47M Sell
1,200,552
-1,038
-0.1% -$39.1K 0.12% 73
2020
Q2 		$43.7M Sell
1,201,590
-3,003
-0.2% -$113K 0.13% 71
2020
Q1 		$41.8M Buy
1,204,593
+1,854
+0.2% +$80.8K 0.15% 61
2019
Q4 		$59.8M Sell
1,202,739
-8,912
-0.7% -$386K 0.18% 55
2019
Q3 		$56.6M Buy
1,211,651
+35,510
+3% +$1.7M 0.18% 56
2019
Q2 		$58.7M Buy
1,176,141
+6,971
+0.6% +$361K 0.2% 49
2019
Q1 		$58.4M Buy
1,169,170
+80
+0% +$4.33K 0.21% 47
2018
Q4 		$57.2M Buy
1,169,090
+16,381
+1% +$834K 0.23% 46
2018
Q3 		$60.9M Sell
1,152,709
-15,000
-1% -$853K 0.23% 45
2018
Q2 		$64M Buy
1,167,709
+6,809
+0.6% +$406K 0.25% 44
2018
Q1 		$68.8M Buy
1,160,900
+7,934
+0.7% +$450K 0.28% 40
2017
Q4 		$59M Sell
1,152,966
-6,813
-0.6% -$340K 0.25% 41
2017
Q3 		$56.6M Buy
1,159,779
+3,179
+0.3% +$143K 0.26% 43
2017
Q2 		$49.7M Buy
1,156,600
+28,235
+3% +$1.1M 0.25% 43
2017
Q1 		$43.8M Sell
1,128,365
-1,128
-0.1% -$48K 0.24% 45
2016
Q4 		$49.2M Buy
1,129,493
+2,739
+0.2% +$106K 0.3% 39
2016
Q3 		$39.7M Sell
1,126,754
-8,293
-0.7% -$258K 0.25% 43
2016
Q2 		$32.3M Buy
1,135,047
+13,479
+1% +$410K 0.23% 47
2016
Q1 		$35.4M Buy
1,121,568
+1,528
+0.1% +$45K 0.28% 43
2015
Q4 		$38.9M Sell
1,120,040
-3,031
-0.3% -$105K 0.32% 41
2015
Q3 		$35.8M Sell
1,123,071
-5,320
-0.5% -$186K 0.32% 42
2015
Q2 		$41.5M Buy
1,128,391
+2,492
+0.2% +$92.6K 0.38% 37
2015
Q1 		$42M Buy
1,125,899
+5,822
+0.5% +$207K 0.39% 37
2014
Q4 		$40.1M Buy
1,120,077
+10,220
+0.9% +$347K 0.42% 36
2014
Q3 		$37M Sell
1,109,857
-24
-0% -$777 0.43% 36
2014
Q2 		$34.8M Buy
1,109,881
+1,053,673
+1,875% +$32.7M 0.45% 34
2014
Q1 		$1.91M Buy
56,208
+8,810
+19% +$288K 0.03% 205
2013
Q4 		$1.45M Buy
47,398
+3,970
+9% +$113K 0.02% 238
2013
Q3 		$1.14M Buy
43,428
+1,558
+4% +$41.4K 0.02% 240
2013
Q2 		$1.02M Buy
+41,870
New +$910K 0.02% 229

Other funds holding AMTD

Toronto Dominion Bank
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

Creative Planning's AMTD Position: Q4 2020 in Review

Creative Planning sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,200,552 shares — an estimated $47M sold.

Creative Planning first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $68.8M in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Creative Planning reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 1,200,552 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $47M.
  • Creative Planning first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
  • Creative Planning's TD Ameritrade Holding Corp position peaked at $68.8M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.