JNBA Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

JNBA Financial 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	-340	Closed	-$13K	–	641
2020 Q3	$13K	Hold	340	–	–	﹤0.01%	385
2020 Q2	$12K	Hold	340	–	–	﹤0.01%	388
2020 Q1	$12K	Hold	340	–	–	﹤0.01%	366
2019 Q4	$17K	Buy	340 +300	+750%	+$13K	﹤0.01%	375
2019 Q3	$2K	Sell	40 -100	-71%	-$4.79K	﹤0.01%	564
2019 Q2	$7K	Buy	140 +100	+250%	+$5.18K	﹤0.01%	487
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	521
2018 Q4	$2K	Buy	+40	New	+$2.04K	﹤0.01%	494
2018 Q3	–	Sell	-20	Closed	-$1K	–	751
2018 Q2	$1K	Buy	+20	New	+$1.19K	﹤0.01%	522
2016 Q4	–	Sell	-83	Closed	-$3K	–	1523
2016 Q3	$3K	Buy	+83	New	+$2.59K	﹤0.01%	1384

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

JNBA Financial Advisors's AMTD Position: Q4 2020 in Review

JNBA Financial Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 340 shares — an estimated $13K sold.

JNBA Financial Advisors first reported a position in AMTD in Q3 2016 and held it in 10 quarters. The position peaked at $17K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

JNBA Financial Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
JNBA Financial Advisors sold 340 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $13K.
JNBA Financial Advisors first reported a position in TD Ameritrade Holding Corp in Q3 2016 and held it in 10 quarters.
JNBA Financial Advisors's TD Ameritrade Holding Corp position peaked at $17K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on JNBA Financial Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.