Cutler Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Cutler 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 Q1	–	Sell	-900	Closed	-$1K	–	4968
2019 Q4	$1K	Sell	900 -1,200	-57%	-$52K	﹤0.01%	3862
2019 Q3	$1K	Buy	+2,100	New	+$101K	﹤0.01%	3934
2019 Q2	–	Sell	-1,700	Closed	-$3K	–	5051
2019 Q1	$3K	Sell	1,700 -25,000	-94%	-$1.35M	﹤0.01%	3300
2018 Q4	$92K	Buy	26,700 +6,700	+34%	+$341K	0.01%	1086
2018 Q3	$17K	Buy	20,000 +9,700	+94%	+$552K	﹤0.01%	2366
2018 Q2	$6K	Sell	10,300 -8,500	-45%	-$506K	﹤0.01%	3050
2018 Q1	$18K	Buy	18,800 +14,200	+309%	+$805K	﹤0.01%	2385
2017 Q4	$7K	Buy	+4,600	New	+$230K	﹤0.01%	3434
2017 Q3	–	Sell	-4,900	Closed	-$5K	–	7089
2017 Q2	$5K	Buy	+4,900	New	+$190K	﹤0.01%	4923
2016 Q3	–	Sell	-19,800	Closed	-$20K	–	7671
2016 Q2	$20K	Buy	+19,800	New	+$602K	﹤0.01%	3392

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cutler Group's AMTD Position: Q2 2020 in Review

Cutler Group sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 7,406 shares — an estimated $256K sold.

Cutler Group first reported a position in AMTD in Q4 2015 and held it in 13 quarters. The position peaked at $3.9M in Q4 2016. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

Cutler Group reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
Cutler Group sold 7,406 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $256K.
Cutler Group first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 13 quarters.
Cutler Group's TD Ameritrade Holding Corp position peaked at $3.9M in Q4 2016.
376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on Cutler Group's 13F filing for Q2 2020, filed 22 Jul 2020.