PCG
AMTD

Private Capital Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Private Capital Group’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
-3
Closed – – 2179
2020
Q3 		$0 Sell
3
-3
-50% -$113 ﹤0.01% 2161
2020
Q2 		$0 Hold
6
– – ﹤0.01% 2194
2020
Q1 		$0 Buy
+6
New +$261 ﹤0.01% 2214
2019
Q4 		– Sell
-112
Closed -$5K – 2279
2019
Q3 		$5K Buy
112
+5
+5% +$240 ﹤0.01% 1695
2019
Q2 		$6K Sell
107
-5
-4% -$259 ﹤0.01% 1607
2019
Q1 		$6K Buy
112
+5
+5% +$271 ﹤0.01% 1639
2018
Q4 		$5K Hold
107
– – ﹤0.01% 1644
2018
Q3 		$5K Hold
107
– – ﹤0.01% 1723
2018
Q2 		$5K Hold
107
– – ﹤0.01% 1671
2018
Q1 		$6K Buy
107
+96
+873% +$5.44K ﹤0.01% 1565
2017
Q4 		$5 Buy
+11
New +$550 ﹤0.01% 1668

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

Private Capital Group's AMTD Position: Q4 2020 in Review

Private Capital Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 3 shares.

Private Capital Group first reported a position in AMTD in Q4 2017 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Private Capital Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Private Capital Group sold 3 TD Ameritrade Holding Corp shares in Q4 2020.
  • Private Capital Group first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 11 quarters.
  • Private Capital Group's TD Ameritrade Holding Corp position peaked at $6K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Private Capital Group's 13F filing for Q4 2020, filed 26 Jan 2021.