Markston International’s TD Ameritrade Holding Corp AMTD Stock Holding History

Markston International’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	-300	Closed	-$12K	–	155
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	114
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	116
2020 Q1	$10K	Hold	300	–	–	﹤0.01%	120
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	119
2019 Q3	$14K	Hold	300	–	–	﹤0.01%	120
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	122
2019 Q1	$15K	Hold	300	–	–	﹤0.01%	123
2018 Q4	$15K	Hold	300	–	–	﹤0.01%	127
2018 Q3	$16K	Hold	300	–	–	﹤0.01%	141
2018 Q2	$17K	Hold	300	–	–	﹤0.01%	142
2018 Q1	$18K	Hold	300	–	–	﹤0.01%	144
2017 Q4	$15K	Hold	300	–	–	﹤0.01%	150
2017 Q3	$15K	Hold	300	–	–	﹤0.01%	149
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	157
2017 Q1	$12K	Hold	300	–	–	﹤0.01%	163
2016 Q4	$13K	Hold	300	–	–	﹤0.01%	170
2016 Q3	$11K	Hold	300	–	–	﹤0.01%	164
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	167
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	163
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	169
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	174
2015 Q2	$11K	Hold	300	–	–	﹤0.01%	176
2015 Q1	$11K	Hold	300	–	–	﹤0.01%	171
2014 Q4	$11K	Hold	300	–	–	﹤0.01%	175
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	182
2014 Q2	$9K	Hold	300	–	–	﹤0.01%	181
2014 Q1	$10K	Hold	300	–	–	﹤0.01%	179
2013 Q4	$9K	Hold	300	–	–	﹤0.01%	184
2013 Q3	$8K	Hold	300	–	–	﹤0.01%	188
2013 Q2	$7K	Buy	+300	New	+$6.52K	﹤0.01%	194

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

Markston International's AMTD Position: Q4 2020 in Review

Markston International sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 300 shares — an estimated $12K sold.

Markston International first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $18K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Markston International reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Markston International sold 300 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $12K.
Markston International first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
Markston International's TD Ameritrade Holding Corp position peaked at $18K in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Markston International's 13F filing for Q4 2020, filed 16 Feb 2021.