EP
AMTD

Edgestream Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Edgestream Partners’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
-97,933
Closed -$3.56M – 375
2020
Q2 		$3.56M Buy
97,933
+59,866
+157% +$2.25M 0.19% 150
2020
Q1 		$1.32M Buy
+38,067
New +$1.66M 0.12% 180
2019
Q4 		– Sell
-17,100
Closed -$799K – 365
2019
Q3 		$799K Buy
+17,100
New +$819K 0.08% 196
2019
Q2 		– Sell
-67,165
Closed -$3.36M – 297
2019
Q1 		$3.36M Sell
67,165
-35,536
-35% -$1.93M 0.49% 68
2018
Q4 		$5.03M Buy
102,701
+57,868
+129% +$2.95M 0.88% 34
2018
Q3 		$2.37M Buy
+44,833
New +$2.55M 0.4% 90

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Edgestream Partners's AMTD Position: Q3 2020 in Review

Edgestream Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 97,933 shares — an estimated $3.56M sold.

Edgestream Partners first reported a position in AMTD in Q3 2018 and held it in 6 quarters. The position peaked at $5.03M in Q4 2018. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Edgestream Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Edgestream Partners sold 97,933 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $3.56M.
  • Edgestream Partners first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 6 quarters.
  • Edgestream Partners's TD Ameritrade Holding Corp position peaked at $5.03M in Q4 2018.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Edgestream Partners's 13F filing for Q3 2020, filed 10 Nov 2020.