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
2019
Q4 		– Sell
-11,400
Closed -$532K – 2647
2019
Q3 		$532K Buy
+11,400
New +$546K 0.01% 1114
2018
Q3 		– Sell
-23,700
Closed -$1.3M – 2092
2018
Q2 		$1.3M Buy
+23,700
New +$1.41M 0.02% 614
2017
Q3 		– Sell
-21,700
Closed -$933K – 2594
2017
Q2 		$933K Buy
+21,700
New +$843K 0.01% 1238

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.