Financial Counselors Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,332
| Closed | -$600K | – | 543 |
|
|
2020
Q3 | $600K | Hold |
15,332
| – | – | 0.02% | 330 |
|
|
2020
Q2 | $558K | Buy |
15,332
+1,554
| +11% | +$58.5K | 0.02% | 350 |
|
|
2020
Q1 | $478K | Hold |
13,778
| – | – | 0.02% | 316 |
|
|
2019
Q4 | $685K | Hold |
13,778
| – | – | 0.02% | 317 |
|
|
2019
Q3 | $643K | Hold |
13,778
| – | – | 0.03% | 316 |
|
|
2019
Q2 | $688K | Buy |
13,778
+60
| +0.4% | +$3.11K | 0.03% | 304 |
|
|
2019
Q1 | $686K | Hold |
13,718
| – | – | 0.03% | 305 |
|
|
2018
Q4 | $672K | Hold |
13,718
| – | – | 0.03% | 300 |
|
|
2018
Q3 | $725K | Hold |
13,718
| – | – | 0.03% | 308 |
|
|
2018
Q2 | $751K | Hold |
13,718
| – | – | 0.03% | 298 |
|
|
2018
Q1 | $813K | Hold |
13,718
| – | – | 0.04% | 295 |
|
|
2017
Q4 | $701K | Buy |
+13,718
| New | +$686K | 0.03% | 308 |
|
|
2015
Q3 | – | Sell |
-27,765
| Closed | -$1.02M | – | 474 |
|
|
2015
Q2 | $1.02M | Sell |
27,765
-7,414
| -21% | -$275K | 0.07% | 252 |
|
|
2015
Q1 | $1.31M | Buy |
35,179
+3,686
| +12% | +$131K | 0.08% | 239 |
|
|
2014
Q4 | $1.13M | Buy |
31,493
+22,076
| +234% | +$749K | 0.07% | 248 |
|
|
2014
Q3 | $314K | Sell |
9,417
-38,350
| -80% | -$1.24M | 0.02% | 369 |
|
|
2014
Q2 | $1.5M | Buy |
47,767
+15,551
| +48% | +$482K | 0.1% | 212 |
|
|
2014
Q1 | $1.09M | Buy |
+32,216
| New | +$1.05M | 0.08% | 253 |
|
Other funds holding AMTD
Financial Counselors Inc's AMTD Position: Q4 2020 in Review
Financial Counselors Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 15,332 shares — an estimated $600K sold.
Financial Counselors Inc first reported a position in AMTD in Q1 2014 and held it in 18 quarters. The position peaked at $1.5M in Q2 2014. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.
- Financial Counselors Inc reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
- Financial Counselors Inc sold 15,332 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $600K.
- Financial Counselors Inc first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 18 quarters.
- Financial Counselors Inc's TD Ameritrade Holding Corp position peaked at $1.5M in Q2 2014.
- 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.
Based on Financial Counselors Inc's 13F filing for Q4 2020, filed 10 Feb 2021.