Marshall Wace
AMTD

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

Marshall Wace’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
-425,115
Closed -$16.6M – 2408
2020
Q3 		$16.6M Sell
425,115
-233,004
-35% -$8.77M 0.11% 193
2020
Q2 		$23.9M Sell
658,119
-208,079
-24% -$7.83M 0.17% 136
2020
Q1 		$30M Buy
866,198
+360,943
+71% +$15.7M 0.3% 67
2019
Q4 		$25.1M Buy
505,255
+505,242
+3,886,477% +$21.9M 0.17% 139
2019
Q3 		$1K Buy
+13
New +$623 ﹤0.01% 1634
2019
Q2 		– Sell
-27,822
Closed -$1.39M – 2047
2019
Q1 		$1.39M Buy
27,822
+26,987
+3,232% +$1.46M 0.01% 845
2018
Q4 		$41K Buy
+835
New +$42.5K ﹤0.01% 1467
2018
Q1 		– Sell
-200,000
Closed -$10.2M – 678
2017
Q4 		$10.2M Buy
+200,000
New +$10M 0.43% 55
2016
Q1 		– Sell
-7,491
Closed -$260K – 1253
2015
Q4 		$260K Buy
+7,491
New +$260K ﹤0.01% 890
2015
Q3 		– Sell
-150,188
Closed -$5.53M – 1116
2015
Q2 		$5.53M Buy
+150,188
New +$5.58M 0.07% 285

Other funds holding AMTD

Toronto Dominion Bank
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

Marshall Wace's AMTD Position: Q4 2020 in Review

Marshall Wace sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 425,115 shares — an estimated $16.6M sold.

Marshall Wace first reported a position in AMTD in Q2 2015 and held it in 10 quarters. The position peaked at $30M in Q1 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Marshall Wace reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace sold 425,115 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $16.6M.
  • Marshall Wace first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 10 quarters.
  • Marshall Wace's TD Ameritrade Holding Corp position peaked at $30M in Q1 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

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