Mercer Global Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mercer Global Advisors’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	-36,573	Closed	-$1.43M	–	1415
2020 Q3	$1.43M	Sell	36,573 -142	-0.4%	-$5.34K	0.02%	465
2020 Q2	$1.34M	Buy	36,715 +130	+0.4%	+$4.89K	0.02%	420
2020 Q1	$1.27M	Buy	36,585 +72	+0.2%	+$3.14K	0.03%	412
2019 Q4	$1.81M	Buy	36,513 +69	+0.2%	+$2.99K	0.04%	367
2019 Q3	$1.7M	Sell	36,444 -15	-0%	-$719	0.04%	335
2019 Q2	$1.82M	Buy	36,459 +998	+3%	+$51.7K	0.05%	307
2019 Q1	$1.77M	Buy	+35,461	New	+$1.92M	0.06%	264

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

Mercer Global Advisors's AMTD Position: Q4 2020 in Review

Mercer Global Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 36,573 shares — an estimated $1.43M sold.

Mercer Global Advisors first reported a position in AMTD in Q1 2019 and held it in 7 quarters. The position peaked at $1.82M in Q2 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Mercer Global Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Mercer Global Advisors sold 36,573 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.43M.
Mercer Global Advisors first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 7 quarters.
Mercer Global Advisors's TD Ameritrade Holding Corp position peaked at $1.82M in Q2 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Mercer Global Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.