Reilly Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Reilly Financial 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 Q3	–	Sell	-149	Closed	-$5K	–	969
2020 Q2	$5K	Hold	149	–	–	﹤0.01%	720
2020 Q1	$5K	Hold	149	–	–	﹤0.01%	699
2019 Q4	$7K	Hold	149	–	–	﹤0.01%	700
2019 Q3	$7K	Hold	149	–	–	﹤0.01%	704
2019 Q2	$7K	Sell	149 -87	-37%	-$4.51K	﹤0.01%	740
2019 Q1	$12K	Buy	236 +150	+174%	+$8.13K	﹤0.01%	648
2018 Q4	$4K	Hold	86	–	–	﹤0.01%	802
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	844
2018 Q2	$5K	Buy	86 +1	+1%	+$60	﹤0.01%	821
2018 Q1	$5K	Hold	85	–	–	﹤0.01%	789
2017 Q4	$4K	Buy	+85	New	+$4.25K	﹤0.01%	828
2016 Q2	–	Sell	-161	Closed	-$5K	–	1014
2016 Q1	$5K	Buy	+161	New	+$4.74K	﹤0.01%	926
2013 Q4	–	Sell	-175	Closed	-$5K	–	874
2013 Q3	$5K	Hold	175	–	–	﹤0.01%	602
2013 Q2	$4K	Buy	+175	New	+$3.8K	﹤0.01%	673

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Reilly Financial Advisors's AMTD Position: Q3 2020 in Review

Reilly Financial Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 149 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in AMTD in Q2 2013 and held it in 14 quarters. The position peaked at $12K in Q1 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Reilly Financial Advisors reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Reilly Financial Advisors sold 149 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $5K.
Reilly Financial Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 14 quarters.
Reilly Financial Advisors's TD Ameritrade Holding Corp position peaked at $12K in Q1 2019.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.