Massachusetts Financial Services
AMTD

Massachusetts Financial Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Massachusetts Financial Services’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
-10,755,472
Closed -$421M – 942
2020
Q3 		$421M Sell
10,755,472
-234,460
-2% -$8.82M 0.15% 145
2020
Q2 		$400M Sell
10,989,932
-221,537
-2% -$8.34M 0.16% 145
2020
Q1 		$389M Sell
11,211,469
-1,291,615
-10% -$56.3M 0.19% 130
2019
Q4 		$621M Sell
12,503,084
-8,284,898
-40% -$359M 0.23% 107
2019
Q3 		$971M Buy
20,787,982
+5,930,891
+40% +$284M 0.39% 74
2019
Q2 		$742M Buy
14,857,091
+9,542,976
+180% +$495M 0.3% 94
2019
Q1 		$266M Buy
5,314,115
+770,992
+17% +$41.8M 0.11% 167
2018
Q4 		$222M Buy
4,543,123
+126,019
+3% +$6.42M 0.11% 179
2018
Q3 		$233M Buy
4,417,104
+1,369,915
+45% +$77.9M 0.1% 186
2018
Q2 		$167M Buy
3,047,189
+363,827
+14% +$21.7M 0.07% 214
2018
Q1 		$159M Buy
2,683,362
+1,396,797
+109% +$79.2M 0.07% 225
2017
Q4 		$65.8M Buy
1,286,565
+38,025
+3% +$1.9M 0.03% 353
2017
Q3 		$60.9M Buy
1,248,540
+29,777
+2% +$1.34M 0.03% 354
2017
Q2 		$52.4M Buy
1,218,763
+146,046
+14% +$5.67M 0.02% 372
2017
Q1 		$41.7M Buy
1,072,717
+29,534
+3% +$1.26M 0.02% 399
2016
Q4 		$45.5M Sell
1,043,183
-34
-0% -$1.32K 0.02% 378
2016
Q3 		$36.8M Buy
1,043,217
+22,146
+2% +$690K 0.02% 422
2016
Q2 		$29.1M Buy
1,021,071
+315,716
+45% +$9.61M 0.01% 445
2016
Q1 		$22.2M Buy
705,355
+47,997
+7% +$1.41M 0.01% 481
2015
Q4 		$22.8M Buy
657,358
+34,307
+6% +$1.19M 0.01% 475
2015
Q3 		$19.8M Buy
623,051
+29,392
+5% +$1.03M 0.01% 492
2015
Q2 		$21.9M Buy
593,659
+33,000
+6% +$1.23M 0.01% 503
2015
Q1 		$20.9M Buy
560,659
+21,004
+4% +$747K 0.01% 519
2014
Q4 		$19.3M Buy
539,655
+31,448
+6% +$1.07M 0.01% 539
2014
Q3 		$17M Buy
508,207
+38,536
+8% +$1.25M 0.01% 563
2014
Q2 		$14.7M Buy
469,671
+10,738
+2% +$333K 0.01% 580
2014
Q1 		$15.6M Buy
458,933
+33,100
+8% +$1.08M 0.01% 536
2013
Q4 		$13M Sell
425,833
-9,400
-2% -$268K 0.01% 528
2013
Q3 		$11.4M Sell
435,233
-7,850
-2% -$209K 0.01% 538
2013
Q2 		$10.8M Buy
+443,083
New +$9.63M 0.01% 530

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Massachusetts Financial Services's AMTD Position: Q4 2020 in Review

Massachusetts Financial Services sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 10,755,472 shares — an estimated $421M sold.

Massachusetts Financial Services first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $971M in Q3 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Massachusetts Financial Services reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Massachusetts Financial Services sold 10,755,472 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $421M.
  • Massachusetts Financial Services first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
  • Massachusetts Financial Services's TD Ameritrade Holding Corp position peaked at $971M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Massachusetts Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.