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

Interval 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 Q1	–	Sell	-35,000	Closed	-$1.74M	–	294
2019 Q4	$1.74M	Buy	+35,000	New	+$1.52M	0.06%	178
2018 Q2	–	Sell	-41,359	Closed	-$2.45M	–	269
2018 Q1	$2.45M	Sell	41,359 -174,576	-81%	-$9.9M	0.11%	165
2017 Q4	$11M	Buy	+215,935	New	+$10.8M	0.46%	71
2017 Q3	–	Sell	-55,062	Closed	-$2.37M	–	257
2017 Q2	$2.37M	Sell	55,062 -281,241	-84%	-$10.9M	0.1%	173
2017 Q1	$13.1M	Buy	336,303 +127,708	+61%	+$5.44M	0.63%	45
2016 Q4	$9.1M	Buy	+208,595	New	+$8.1M	0.55%	56
2016 Q2	–	Sell	-66,869	Closed	-$2.11M	–	192
2016 Q1	$2.11M	Buy	+66,869	New	+$1.97M	0.18%	111
2014 Q4	–	Sell	-111,342	Closed	-$3.71M	–	189
2014 Q3	$3.71M	Buy	+111,342	New	+$3.6M	0.78%	37

Other funds holding AMTD

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Interval Partners's AMTD Position: Q1 2020 in Review

Interval Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 35,000 shares — an estimated $1.74M sold.

Interval Partners first reported a position in AMTD in Q3 2014 and held it in 8 quarters. The position peaked at $13.1M in Q1 2017. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Interval Partners reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Interval Partners sold 35,000 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.74M.
Interval Partners first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 8 quarters.
Interval Partners's TD Ameritrade Holding Corp position peaked at $13.1M in Q1 2017.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Interval Partners's 13F filing for Q1 2020, filed 15 May 2020.