MOTCO’s TD Ameritrade Holding Corp AMTD Stock Holding History

MOTCO’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	-10	Closed	–	–	877
2020 Q3	$0	Hold	10	–	–	﹤0.01%	784
2020 Q2	$0	Hold	10	–	–	﹤0.01%	763
2020 Q1	$0	Buy	+10	New	+$436	﹤0.01%	771
2016 Q2	–	Sell	-400	Closed	-$13K	–	528
2016 Q1	$13K	Sell	400 -400	-50%	-$11.8K	﹤0.01%	385
2015 Q4	$28K	Sell	800 -400	-33%	-$13.9K	﹤0.01%	311
2015 Q3	$38K	Hold	1,200	–	–	﹤0.01%	301
2015 Q2	$44K	Buy	+1,200	New	+$44.6K	0.01%	291

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

MOTCO's AMTD Position: Q4 2020 in Review

MOTCO sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 10 shares.

MOTCO first reported a position in AMTD in Q2 2015 and held it in 7 quarters. The position peaked at $44K in Q2 2015. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

MOTCO reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
MOTCO sold 10 TD Ameritrade Holding Corp shares in Q4 2020.
MOTCO first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 7 quarters.
MOTCO's TD Ameritrade Holding Corp position peaked at $44K in Q2 2015.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on MOTCO's 13F filing for Q4 2020, filed 5 Feb 2021.