Lindbrook Capital’s TD Ameritrade Holding Corp AMTD Stock Holding History

Lindbrook Capital’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	-47	Closed	-$2K	–	1937
2020 Q3	$2K	Hold	47	–	–	﹤0.01%	1484
2020 Q2	$2K	Sell	47 -84	-64%	-$3.16K	﹤0.01%	1485
2020 Q1	$5K	Sell	131 -66	-34%	-$2.88K	﹤0.01%	1045
2019 Q4	$10K	Buy	197 +126	+177%	+$5.46K	﹤0.01%	939
2019 Q3	$3K	Sell	71 -178	-71%	-$8.53K	﹤0.01%	1228
2019 Q2	$12K	Hold	249	–	–	﹤0.01%	851
2019 Q1	$12K	Hold	249	–	–	﹤0.01%	853
2018 Q4	$12K	Buy	+249	New	+$12.7K	0.01%	792

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SIM

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

Lindbrook Capital's AMTD Position: Q4 2020 in Review

Lindbrook Capital sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 47 shares — an estimated $2K sold.

Lindbrook Capital first reported a position in AMTD in Q4 2018 and held it in 8 quarters. The position peaked at $12K in Q2 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Lindbrook Capital reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Lindbrook Capital sold 47 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2K.
Lindbrook Capital first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 8 quarters.
Lindbrook Capital's TD Ameritrade Holding Corp position peaked at $12K in Q2 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Lindbrook Capital's 13F filing for Q4 2020, filed 27 Jan 2021.