Mackenzie Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mackenzie Financial’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	-5,136	Closed	-$201K	–	1120
2020 Q3	$201K	Buy	+5,136	New	+$193K	﹤0.01%	931
2020 Q1	–	Sell	-4,324	Closed	-$215K	–	1210
2019 Q4	$215K	Buy	+4,324	New	+$187K	﹤0.01%	1026
2019 Q2	–	Sell	-4,285	Closed	-$214K	–	1306
2019 Q1	$214K	Sell	4,285 -122,275	-97%	-$6.63M	﹤0.01%	1160
2018 Q4	$6.2M	Buy	+126,560	New	+$6.44M	0.02%	465
2018 Q2	–	Sell	-3,890	Closed	-$230K	–	1073
2018 Q1	$230K	Buy	+3,890	New	+$221K	﹤0.01%	877

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

Mackenzie Financial's AMTD Position: Q4 2020 in Review

Mackenzie Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 5,136 shares — an estimated $201K sold.

Mackenzie Financial first reported a position in AMTD in Q1 2018 and held it in 5 quarters. The position peaked at $6.2M in Q4 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Mackenzie Financial reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Mackenzie Financial sold 5,136 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $201K.
Mackenzie Financial first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 5 quarters.
Mackenzie Financial's TD Ameritrade Holding Corp position peaked at $6.2M in Q4 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Mackenzie Financial's 13F filing for Q4 2020, filed 10 Feb 2021.