Morgan Stanley
AMTD

Morgan Stanley’s TD Ameritrade Holding Corp AMTD Stock Holding History

Morgan Stanley’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
-94,619
Closed -$3.7M – 7286
2020
Q3 		$3.7M Sell
94,619
-2,727,887
-97% -$103M ﹤0.01% 3011
2020
Q2 		$103M Buy
2,822,506
+1,842,125
+188% +$69.3M 0.02% 544
2020
Q1 		$34M Buy
980,381
+326,320
+50% +$14.2M 0.01% 941
2019
Q4 		$32.5M Buy
654,061
+366,665
+128% +$15.9M 0.01% 1232
2019
Q3 		$13.4M Buy
287,396
+91,320
+47% +$4.37M ﹤0.01% 1830
2019
Q2 		$9.79M Sell
196,076
-331,455
-63% -$17.2M ﹤0.01% 2185
2019
Q1 		$26.4M Buy
527,531
+95,148
+22% +$5.16M 0.01% 1248
2018
Q4 		$21.2M Buy
432,383
+131,225
+44% +$6.68M 0.01% 1411
2018
Q3 		$15.9M Sell
301,158
-190,581
-39% -$10.8M ﹤0.01% 1902
2018
Q2 		$26.9M Buy
491,739
+152,342
+45% +$9.08M 0.01% 1366
2018
Q1 		$20.1M Sell
339,397
-480,897
-59% -$27.3M 0.01% 1656
2017
Q4 		$41.9M Buy
820,294
+448,121
+120% +$22.4M 0.01% 1074
2017
Q3 		$18.2M Sell
372,173
-26,285
-7% -$1.18M 0.01% 1676
2017
Q2 		$17.1M Sell
398,458
-1,179,664
-75% -$45.8M 0.01% 1666
2017
Q1 		$61.3M Buy
1,578,122
+1,076,139
+214% +$45.8M 0.02% 794
2016
Q4 		$21.9M Buy
501,983
+335,943
+202% +$13M 0.01% 1444
2016
Q3 		$5.85M Buy
166,040
+15,636
+10% +$487K ﹤0.01% 2516
2016
Q2 		$4.28M Buy
150,404
+4,807
+3% +$146K ﹤0.01% 2760
2016
Q1 		$4.59M Sell
145,597
-32,085
-18% -$945K ﹤0.01% 2608
2015
Q4 		$6.17M Buy
177,682
+76,479
+76% +$2.66M ﹤0.01% 2445
2015
Q3 		$3.22M Sell
101,203
-54,384
-35% -$1.91M ﹤0.01% 3059
2015
Q2 		$5.73M Sell
155,587
-537,298
-78% -$20M ﹤0.01% 2666
2015
Q1 		$25.8M Buy
692,885
+386,013
+126% +$13.7M 0.01% 1261
2014
Q4 		$11M Buy
306,872
+198,039
+182% +$6.72M ﹤0.01% 1978
2014
Q3 		$3.63M Sell
108,833
-101,676
-48% -$3.29M ﹤0.01% 2913
2014
Q2 		$6.6M Buy
210,509
+30,592
+17% +$949K ﹤0.01% 2413
2014
Q1 		$6.11M Buy
179,917
+99,527
+124% +$3.26M ﹤0.01% 2378
2013
Q4 		$2.46M Sell
80,390
-482,642
-86% -$13.7M ﹤0.01% 3229
2013
Q3 		$14.7M Buy
563,032
+232,358
+70% +$6.18M 0.01% 1467
2013
Q2 		$8.03M Buy
+330,674
New +$7.18M ﹤0.01% 1873

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

Morgan Stanley's AMTD Position: Q4 2020 in Review

Morgan Stanley sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 94,619 shares — an estimated $3.7M sold.

Morgan Stanley first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $103M in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Morgan Stanley reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Morgan Stanley sold 94,619 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3.7M.
  • Morgan Stanley first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
  • Morgan Stanley's TD Ameritrade Holding Corp position peaked at $103M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Morgan Stanley's 13F filing for Q4 2020, filed 16 Feb 2021.