PK
AMTD

Pflug Koory’s TD Ameritrade Holding Corp AMTD Stock Holding History

Pflug Koory’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
-2,475
Closed -$97K – 434
2020
Q3 		$97K Hold
2,475
– – 0.07% 194
2020
Q2 		$90K Sell
2,475
-2,300
-48% -$86.6K 0.07% 195
2020
Q1 		$166K Hold
4,775
– – 0.15% 142
2019
Q4 		$237K Hold
4,775
– – 0.17% 135
2019
Q3 		$223K Hold
4,775
– – 0.17% 137
2019
Q2 		$238K Hold
4,775
– – 0.18% 129
2019
Q1 		$239K Hold
4,775
– – 0.19% 130
2018
Q4 		$234K Hold
4,775
– – 0.2% 121
2018
Q3 		$252K Hold
4,775
– – 0.2% 122
2018
Q2 		$262K Hold
4,775
– – 0.21% 121
2018
Q1 		$283K Hold
4,775
– – 0.23% 119
2017
Q4 		$244K Hold
4,775
– – 0.19% 131
2017
Q3 		$233K Hold
4,775
– – 0.19% 131
2017
Q2 		$205K Hold
4,775
– – 0.17% 134
2017
Q1 		$186K Hold
4,775
– – 0.16% 135
2016
Q4 		$208 Buy
+4,775
New +$185K 0.18% 128

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

Pflug Koory's AMTD Position: Q4 2020 in Review

Pflug Koory sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 2,475 shares — an estimated $97K sold.

Pflug Koory first reported a position in AMTD in Q4 2016 and held it in 16 quarters. The position peaked at $283K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Pflug Koory reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Pflug Koory sold 2,475 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $97K.
  • Pflug Koory first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 16 quarters.
  • Pflug Koory's TD Ameritrade Holding Corp position peaked at $283K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Pflug Koory's 13F filing for Q4 2020, filed 14 Jan 2021.