Nisa Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Nisa Investment Advisors’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	-31,850	Closed	-$1.25M	–	2408
2020 Q3	$1.25M	Sell	31,850 -2,500	-7%	-$94.1K	0.01%	741
2020 Q2	$1.25M	Sell	34,350 -2,500	-7%	-$94.1K	0.01%	715
2020 Q1	$1.28M	Buy	36,850 +4,700	+15%	+$205K	0.01%	643
2019 Q4	$1.6M	Sell	32,150 -14,000	-30%	-$607K	0.01%	721
2019 Q3	$2.15M	Sell	46,150 -200	-0.4%	-$9.58K	0.02%	610
2019 Q2	$2.31M	Sell	46,350 -17,399	-27%	-$902K	0.02%	583
2019 Q1	$3.19M	Buy	63,749 +15,739	+33%	+$853K	0.03%	479
2018 Q4	$2.35M	Hold	48,010	–	–	0.03%	526
2018 Q3	$2.54M	Hold	48,010	–	–	0.02%	567
2018 Q2	$2.63M	Buy	48,010 +1,700	+4%	+$101K	0.03%	523
2018 Q1	$2.72M	Sell	46,310 -2,500	-5%	-$142K	0.03%	510
2017 Q4	$2.5M	Hold	48,810	–	–	0.03%	540
2017 Q3	$2.38M	Hold	48,810	–	–	0.03%	537
2017 Q2	$2M	Sell	48,810 -2,000	-4%	-$77.7K	0.02%	585
2017 Q1	$1.97M	Sell	50,810 -190	-0.4%	-$8.09K	0.02%	612
2016 Q4	$2.22M	Sell	51,000 -2,000	-4%	-$77.6K	0.03%	572
2016 Q3	$1.87M	Hold	53,000	–	–	0.02%	600
2016 Q2	$1.51M	Sell	53,000 -1,000	-2%	-$30.4K	0.02%	633
2016 Q1	$1.7M	Buy	54,000 +5,500	+11%	+$162K	0.02%	588
2015 Q4	$1.68M	Hold	48,500	–	–	0.02%	591
2015 Q3	$1.54M	Hold	48,500	–	–	0.02%	608
2015 Q2	$1.79M	Hold	48,500	–	–	0.03%	606
2015 Q1	$1.81M	Sell	48,500 -1,100	-2%	-$39.1K	0.02%	610
2014 Q4	$1.77M	Hold	49,600	–	–	0.02%	616
2014 Q3	$1.66M	Hold	49,600	–	–	0.02%	618
2014 Q2	$1.55M	Hold	49,600	–	–	0.02%	646
2014 Q1	$1.68M	Hold	49,600	–	–	0.02%	613
2013 Q4	$1.52M	Buy	49,600 +1,700	+4%	+$48.4K	0.02%	636
2013 Q3	$1.25M	Hold	47,900	–	–	0.02%	687
2013 Q2	$1.16M	Buy	+47,900	New	+$1.04M	0.02%	708

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

Nisa Investment Advisors's AMTD Position: Q4 2020 in Review

Nisa Investment Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 31,850 shares — an estimated $1.25M sold.

Nisa Investment Advisors first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $3.19M in Q1 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Nisa Investment Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Nisa Investment Advisors sold 31,850 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.25M.
Nisa Investment Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
Nisa Investment Advisors's TD Ameritrade Holding Corp position peaked at $3.19M in Q1 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Nisa Investment Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.