Mackay Shields LLC’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mackay Shields LLC’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	-65,255	Closed	-$2.56M	–	1649
2020 Q3	$2.56M	Buy	+65,255	New	+$2.46M	0.02%	686
2020 Q2	–	Sell	-39,799	Closed	-$1.38M	–	1637
2020 Q1	$1.38M	Buy	39,799 +7,751	+24%	+$338K	0.01%	833
2019 Q4	$1.59M	Sell	32,048 -4,395	-12%	-$190K	0.01%	954
2019 Q3	$1.7M	Sell	36,443 -38,915	-52%	-$1.86M	0.01%	961
2019 Q2	$3.76M	Sell	75,358 -51,901	-41%	-$2.69M	0.03%	658
2019 Q1	$6.36M	Buy	+127,259	New	+$6.9M	0.05%	432

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

Mackay Shields LLC's AMTD Position: Q4 2020 in Review

Mackay Shields LLC sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 65,255 shares — an estimated $2.56M sold.

Mackay Shields LLC first reported a position in AMTD in Q1 2019 and held it in 6 quarters. The position peaked at $6.36M in Q1 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Mackay Shields LLC reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Mackay Shields LLC sold 65,255 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2.56M.
Mackay Shields LLC first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 6 quarters.
Mackay Shields LLC's TD Ameritrade Holding Corp position peaked at $6.36M in Q1 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.