IA
AMTD

IndexIQ Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

IndexIQ 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
Q3 		– Sell
-888,721
Closed -$32.3M – 1054
2020
Q2 		$32.3M Sell
888,721
-9,502
-1% -$358K 1.45% 18
2020
Q1 		$31.1M Buy
898,223
+13,006
+1% +$567K 1.45% 15
2019
Q4 		$44M Buy
+885,217
New +$38.4M 1.57% 14

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

IndexIQ Advisors's AMTD Position: Q3 2020 in Review

IndexIQ Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 888,721 shares — an estimated $32.3M sold.

IndexIQ Advisors first reported a position in AMTD in Q4 2019 and held it in 3 quarters. The position peaked at $44M in Q4 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • IndexIQ Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 888,721 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $32.3M.
  • IndexIQ Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 3 quarters.
  • IndexIQ Advisors's TD Ameritrade Holding Corp position peaked at $44M in Q4 2019.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on IndexIQ Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.