Mitsubishi UFJ Trust & Banking
AMTD

Mitsubishi UFJ Trust & Banking’s TD Ameritrade Holding Corp AMTD Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-690,829
Closed -$27M – 1377
2020
Q3 		$27M Sell
690,829
-8,027
-1% -$302K 0.06% 326
2020
Q2 		$25.4M Buy
698,856
+15,597
+2% +$587K 0.06% 325
2020
Q1 		$23.7M Sell
683,259
-408,437
-37% -$17.8M 0.07% 301
2019
Q4 		$54.3M Sell
1,091,696
-6,179
-0.6% -$268K 0.13% 172
2019
Q3 		$51.6M Sell
1,097,875
-401
-0% -$19.2K 0.13% 174
2019
Q2 		$54.5M Buy
1,098,276
+20,251
+2% +$1.05M 0.19% 110
2019
Q1 		$53.8M Sell
1,078,025
-13,908
-1% -$754K 0.2% 115
2018
Q4 		$53.5M Sell
1,091,933
-369,157
-25% -$18.8M 0.22% 103
2018
Q3 		$77.2M Sell
1,461,090
-392,120
-21% -$22.3M 0.27% 81
2018
Q2 		$102M Sell
1,853,210
-55,300
-3% -$3.29M 0.17% 131
2018
Q1 		$113M Buy
1,908,510
+13,635
+0.7% +$773K 0.2% 116
2017
Q4 		$96.9M Sell
1,894,875
-192,026
-9% -$9.6M 0.17% 138
2017
Q3 		$102M Sell
2,086,901
-283,879
-12% -$12.7M 0.19% 125
2017
Q2 		$102M Sell
2,370,780
-28,682
-1% -$1.11M 0.2% 122
2017
Q1 		$93.2M Sell
2,399,462
-94,919
-4% -$4.04M 0.19% 128
2016
Q4 		$109M Sell
2,494,381
-319,548
-11% -$12.4M 0.23% 105
2016
Q3 		$99.2M Buy
2,813,929
+119,945
+4% +$3.74M 0.21% 114
2016
Q2 		$76.7M Sell
2,693,984
-76,794
-3% -$2.34M 0.17% 141
2016
Q1 		$87.4M Buy
2,770,778
+222,524
+9% +$6.55M 0.2% 123
2015
Q4 		$88.5M Sell
2,548,254
-43,258
-2% -$1.5M 0.2% 120
2015
Q3 		$82.5M Sell
2,591,512
-47,658
-2% -$1.67M 0.2% 119
2015
Q2 		$97.2M Sell
2,639,170
-174,887
-6% -$6.5M 0.22% 107
2015
Q1 		$105M Sell
2,814,057
-1,098
-0% -$39K 0.24% 95
2014
Q4 		$101M Sell
2,815,155
-221,677
-7% -$7.52M 0.24% 98
2014
Q3 		$101M Sell
3,036,832
-121,007
-4% -$3.92M 0.25% 95
2014
Q2 		$99M Sell
3,157,839
-8,806
-0.3% -$273K 0.23% 103
2014
Q1 		$108M Sell
3,166,645
-19,690
-0.6% -$644K 0.26% 89
2013
Q4 		$97.6M Buy
3,186,335
+1,133,333
+55% +$32.3M 0.24% 93
2013
Q3 		$53.7M Buy
2,053,002
+1,188,279
+137% +$31.6M 0.14% 163
2013
Q2 		$21M Buy
+864,723
New +$18.8M 0.06% 377

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

Mitsubishi UFJ Trust & Banking's AMTD Position: Q4 2020 in Review

Mitsubishi UFJ Trust & Banking sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 690,829 shares — an estimated $27M sold.

Mitsubishi UFJ Trust & Banking first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $113M in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Mitsubishi UFJ Trust & Banking reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 690,829 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $27M.
  • Mitsubishi UFJ Trust & Banking first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
  • Mitsubishi UFJ Trust & Banking's TD Ameritrade Holding Corp position peaked at $113M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q4 2020, filed 12 Feb 2021.