JG
AMTD

Jefferies Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Jefferies Group’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
2017
Q4 		– Sell
-50,000
Closed -$2.44M – 2941
2017
Q3 		$2.44M Buy
+50,000
New +$2.24M 0.02% 847
2016
Q3 		– Sell
-64,600
Closed -$1.84M – 2556
2016
Q2 		$1.84M Buy
+64,600
New +$1.97M 0.01% 897

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Group's AMTD Position: Q2 2020 in Review

Jefferies Group sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 42,792 shares — an estimated $1.48M sold.

Jefferies Group first reported a position in AMTD in Q3 2013 and held it in 16 quarters. The position peaked at $14.6M in Q4 2019. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

  • Jefferies Group reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
  • Jefferies Group sold 42,792 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $1.48M.
  • Jefferies Group first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 16 quarters.
  • Jefferies Group's TD Ameritrade Holding Corp position peaked at $14.6M in Q4 2019.
  • 376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on Jefferies Group's 13F filing for Q2 2020, filed 14 Aug 2020.