NCM
AMTD

Nelson Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Nelson Capital Management’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
-49,668
Closed -$1.95M – 105
2020
Q3 		$1.95M Buy
+49,668
New +$1.87M 0.34% 58

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

Nelson Capital Management's AMTD Position: Q4 2020 in Review

Nelson Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 49,668 shares — an estimated $1.95M sold.

Nelson Capital Management first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $1.95M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Nelson Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Nelson Capital Management sold 49,668 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.95M.
  • Nelson Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • Nelson Capital Management's TD Ameritrade Holding Corp position peaked at $1.95M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Nelson Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.