LIA
AMTD

LS Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

LS Investment 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
Q2 		– Sell
-518
Closed -$18K – 1741
2020
Q1 		$18K Sell
518
-1,923
-79% -$83.8K ﹤0.01% 1404
2019
Q4 		$121K Hold
2,441
– – 0.01% 1052
2019
Q3 		$114K Hold
2,441
– – 0.01% 1026
2019
Q2 		$122K Hold
2,441
– – 0.01% 1004
2019
Q1 		$122K Hold
2,441
– – 0.01% 1010
2018
Q4 		$120K Sell
2,441
-358
-13% -$18.2K 0.01% 972
2018
Q3 		$148K Sell
2,799
-445
-14% -$25.3K 0.01% 981
2018
Q2 		$178K Sell
3,244
-345
-10% -$20.6K 0.01% 922
2018
Q1 		$213K Hold
3,589
– – 0.01% 814
2017
Q4 		$184K Hold
3,589
– – 0.01% 945
2017
Q3 		$175K Hold
3,589
– – 0.01% 979
2017
Q2 		$154K Hold
3,589
– – 0.01% 990
2017
Q1 		$139K Sell
3,589
-1,334
-27% -$56.8K 0.01% 1004
2016
Q4 		$215K Hold
4,923
– – 0.02% 781
2016
Q3 		$173K Sell
4,923
-1,660
-25% -$51.7K 0.01% 823
2016
Q2 		$187K Hold
6,583
– – 0.01% 785
2016
Q1 		$208K Hold
6,583
– – 0.02% 629
2015
Q4 		$228K Buy
6,583
+203
+3% +$7.05K 0.02% 602
2015
Q3 		$203K Hold
6,380
– – 0.02% 607
2015
Q2 		$235K Hold
6,380
– – 0.02% 588
2015
Q1 		$238K Hold
6,380
– – 0.02% 545
2014
Q4 		$228K Hold
6,380
– – 0.02% 550
2014
Q3 		$213K Hold
6,380
– – 0.02% 541
2014
Q2 		$200K Sell
6,380
-270
-4% -$8.37K 0.02% 559
2014
Q1 		$226K Hold
6,650
– – 0.02% 533
2013
Q4 		$204K Buy
+6,650
New +$189K 0.02% 521

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

LS Investment Advisors's AMTD Position: Q2 2020 in Review

LS Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 518 shares — an estimated $18K sold.

LS Investment Advisors first reported a position in AMTD in Q4 2013 and held it in 26 quarters. The position peaked at $238K in Q1 2015. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

  • LS Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 518 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $18K.
  • LS Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2013 and held it in 26 quarters.
  • LS Investment Advisors's TD Ameritrade Holding Corp position peaked at $238K in Q1 2015.
  • 376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.