MIFH
AMTD

Migdal Insurance & Financial Holdings’s TD Ameritrade Holding Corp AMTD Stock Holding History

Migdal Insurance & Financial Holdings’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
-93,264
Closed -$3.65M – 761
2020
Q3 		$3.65M Buy
93,264
+8,009
+9% +$301K 0.05% 159
2020
Q2 		$3.1M Buy
85,255
+14,464
+20% +$545K 0.05% 148
2020
Q1 		$2.45M Sell
70,791
-32,481
-31% -$1.41M 0.06% 113
2019
Q4 		$5.13M Sell
103,272
-8,018
-7% -$347K 0.1% 100
2019
Q3 		$5.2M Sell
111,290
-23,845
-18% -$1.14M 0.11% 103
2019
Q2 		$6.75M Sell
135,135
-10,647
-7% -$552K 0.17% 89
2019
Q1 		$7.29M Sell
145,782
-3,333
-2% -$181K 0.17% 85
2018
Q4 		$7.3M Sell
149,115
-45,492
-23% -$2.32M 0.17% 85
2018
Q3 		$10.3M Buy
194,607
+134,270
+223% +$7.64M 0.21% 96
2018
Q2 		$3.31M Buy
60,337
+17,142
+40% +$1.02M 0.08% 170
2018
Q1 		$2.56M Buy
43,195
+30,231
+233% +$1.71M 0.06% 166
2017
Q4 		$663K Buy
+12,964
New +$648K 0.02% 213

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

Migdal Insurance & Financial Holdings's AMTD Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 93,264 shares — an estimated $3.65M sold.

Migdal Insurance & Financial Holdings first reported a position in AMTD in Q4 2017 and held it in 12 quarters. The position peaked at $10.3M in Q3 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Migdal Insurance & Financial Holdings reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 93,264 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3.65M.
  • Migdal Insurance & Financial Holdings first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 12 quarters.
  • Migdal Insurance & Financial Holdings's TD Ameritrade Holding Corp position peaked at $10.3M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.