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
2018 Q4	–	Sell	-500	Closed	-$1K	–	2170
2018 Q3	$1K	Hold	500	–	–	﹤0.01%	2067
2018 Q2	$1K	Buy	+500	New	+$29.8K	﹤0.01%	2038

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

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.