MPWT
AMTD

MassMutual Private Wealth & Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

MassMutual Private Wealth & Trust’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
-16
Closed -$1K – 845
2020
Q2 		$1K Buy
+16
New +$602 ﹤0.01% 726
2018
Q3 		– Sell
-11
Closed -$602 – 1149
2018
Q2 		$602 Buy
+11
New +$655 ﹤0.01% 1056
2018
Q1 		– Sell
-200
Closed -$10.2K – 1106
2017
Q4 		$10.2K Buy
+200
New +$9.99K ﹤0.01% 609

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

MassMutual Private Wealth & Trust's AMTD Position: Q3 2020 in Review

MassMutual Private Wealth & Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 16 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in AMTD in Q4 2017 and held it in 3 quarters. The position peaked at $10.2K in Q4 2017. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • MassMutual Private Wealth & Trust reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 16 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's TD Ameritrade Holding Corp position peaked at $10.2K in Q4 2017.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2020, filed 13 Nov 2020.