PP
AMTD

Paloma Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Paloma Partners’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
Q3 		– Sell
-23,067
Closed -$839K – 2681
2020
Q2 		$839K Buy
23,067
+13,643
+145% +$514K 0.01% 995
2020
Q1 		$327K Sell
9,424
-97,671
-91% -$4.25M 0.02% 649
2019
Q4 		$5.32M Buy
107,095
+77,565
+263% +$3.36M 0.08% 227
2019
Q3 		$1.38M Buy
29,530
+5,056
+21% +$242K 0.03% 595
2019
Q2 		$1.22M Sell
24,474
-97,152
-80% -$5.04M 0.02% 616
2019
Q1 		$6.08M Buy
+121,626
New +$6.59M 0.15% 125
2018
Q4 		– Sell
-25,749
Closed -$1.36M – 1938
2018
Q3 		$1.36M Sell
25,749
-78,600
-75% -$4.47M 0.02% 610
2018
Q2 		$5.72M Buy
+104,349
New +$6.22M 0.1% 148
2018
Q1 		– Sell
-35,409
Closed -$1.81M – 2380
2017
Q4 		$1.81M Buy
+35,409
New +$1.77M 0.02% 717
2017
Q1 		– Sell
-6,000
Closed -$262K – 2350
2016
Q4 		$262K Buy
+6,000
New +$233K ﹤0.01% 1749
2016
Q3 		– Sell
-25,719
Closed -$733K – 2253
2016
Q2 		$733K Buy
+25,719
New +$783K 0.01% 1345
2016
Q1 		– Sell
-17,632
Closed -$612K – 2155
2015
Q4 		$612K Buy
+17,632
New +$612K 0.02% 915
2015
Q2 		– Sell
-6,057
Closed -$226K – 2005
2015
Q1 		$226K Buy
+6,057
New +$215K 0.01% 1053
2014
Q4 		– Sell
-12,000
Closed -$400K – 1451
2014
Q3 		$400K Buy
12,000
+4,637
+63% +$150K 0.02% 613
2014
Q2 		$231K Buy
+7,363
New +$228K 0.01% 906
2013
Q4 		– Sell
-15,932
Closed -$417K – 1249
2013
Q3 		$417K Buy
+15,932
New +$423K 0.02% 539

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Paloma Partners's AMTD Position: Q3 2020 in Review

Paloma Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 23,067 shares — an estimated $839K sold.

Paloma Partners first reported a position in AMTD in Q3 2013 and held it in 16 quarters. The position peaked at $6.08M in Q1 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Paloma Partners reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 23,067 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $839K.
  • Paloma Partners first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 16 quarters.
  • Paloma Partners's TD Ameritrade Holding Corp position peaked at $6.08M in Q1 2019.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.