Marshall Wace North America’s TD Ameritrade Holding Corp AMTD Stock Holding History

Marshall Wace North America’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 Q3	–	Sell	-490,665	Closed	-$17.9M	–	1596
2020 Q2	$17.9M	Sell	490,665 -521,708	-52%	-$19.6M	0.12%	193
2020 Q1	$35.1M	Buy	1,012,373 +423,667	+72%	+$18.5M	0.27%	107
2019 Q4	$29.3M	Buy	+588,706	New	+$25.5M	0.14%	167
2019 Q2	–	Sell	-81,533	Closed	-$4.08M	–	1828
2019 Q1	$4.08M	Buy	81,533 +46,426	+132%	+$2.52M	0.03%	358
2018 Q4	$1.72M	Buy	+35,107	New	+$1.79M	0.02%	459
2018 Q3	–	Sell	-18,117	Closed	-$993K	–	1559
2018 Q2	$993K	Sell	18,117 -94,710	-84%	-$5.64M	0.01%	930
2018 Q1	$6.68M	Sell	112,827 -1,325,509	-92%	-$75.1M	0.03%	495
2017 Q4	$73.5M	Buy	+1,438,336	New	+$71.9M	0.41%	48

Other funds holding AMTD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Marshall Wace North America's AMTD Position: Q3 2020 in Review

Marshall Wace North America sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 490,665 shares — an estimated $17.9M sold.

Marshall Wace North America first reported a position in AMTD in Q4 2017 and held it in 8 quarters. The position peaked at $73.5M in Q4 2017. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Marshall Wace North America reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Marshall Wace North America sold 490,665 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $17.9M.
Marshall Wace North America first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 8 quarters.
Marshall Wace North America's TD Ameritrade Holding Corp position peaked at $73.5M in Q4 2017.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Marshall Wace North America's 13F filing for Q3 2020, filed 16 Nov 2020.