Flagship Harbor Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Flagship Harbor Advisors’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 Q4	–	Sell	-88	Closed	-$3K	–	2007
2020 Q3	$3K	Sell	88 -53	-38%	-$1.99K	﹤0.01%	1694
2020 Q2	$5K	Buy	141 +1	+0.7%	+$38	﹤0.01%	1617
2020 Q1	$5K	Sell	140 -126	-47%	-$5.49K	﹤0.01%	1437
2019 Q4	$13K	Sell	266 -286	-52%	-$12.4K	﹤0.01%	1264
2019 Q3	$25K	Sell	552 -274	-33%	-$13.1K	﹤0.01%	1020
2019 Q2	$41K	Sell	826 -143	-15%	-$7.41K	0.01%	823
2019 Q1	$48K	Sell	969 -84	-8%	-$4.55K	0.01%	766
2018 Q4	$51K	Buy	1,053 +6	+0.6%	+$306	0.01%	711
2018 Q3	$55K	Buy	1,047 +4	+0.4%	+$228	0.01%	774
2018 Q2	$57K	Buy	+1,043	New	+$62.1K	0.01%	747

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Flagship Harbor Advisors's AMTD Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 88 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in AMTD in Q2 2018 and held it in 10 quarters. The position peaked at $57K in Q2 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Flagship Harbor Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 88 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3K.
Flagship Harbor Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's TD Ameritrade Holding Corp position peaked at $57K in Q2 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.