CWA Asset Management Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

CWA Asset Management 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	-22,934	Closed	-$834K	–	248
2020 Q2	$834K	Hold	22,934	–	–	0.15%	90
2020 Q1	$795K	Hold	22,934	–	–	0.15%	92
2019 Q4	$1.14M	Buy	22,934 +40	+0.2%	+$1.73K	0.18%	90
2019 Q3	$1.07M	Hold	22,894	–	–	0.17%	93
2019 Q2	$1.14M	Hold	22,894	–	–	0.2%	93
2019 Q1	$1.14M	Sell	22,894 -160	-0.7%	-$8.67K	0.22%	92
2018 Q4	$1.13M	Buy	+23,054	New	+$1.17M	0.26%	76
2018 Q2	–	Sell	-23,054	Closed	-$1.36M	–	224
2018 Q1	$1.36M	Hold	23,054	–	–	0.34%	76
2017 Q4	$1.18M	Hold	23,054	–	–	0.31%	73
2017 Q3	$1.13M	Buy	+23,054	New	+$1.03M	0.33%	72

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

CWA Asset Management Group's AMTD Position: Q3 2020 in Review

CWA Asset Management Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 22,934 shares — an estimated $834K sold.

CWA Asset Management Group first reported a position in AMTD in Q3 2017 and held it in 10 quarters. The position peaked at $1.36M in Q1 2018. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

CWA Asset Management Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
CWA Asset Management Group sold 22,934 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $834K.
CWA Asset Management Group first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 10 quarters.
CWA Asset Management Group's TD Ameritrade Holding Corp position peaked at $1.36M in Q1 2018.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on CWA Asset Management Group's 13F filing for Q3 2020, filed 13 Nov 2020.