SIC
AMTD

Salem Investment Counselors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Salem Investment Counselors’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
-8,313
Closed -$325K – 852
2020
Q3 		$325K Hold
8,313
– – 0.02% 217
2020
Q2 		$302K Hold
8,313
– – 0.03% 215
2020
Q1 		$288K Hold
8,313
– – 0.03% 200
2019
Q4 		$413K Hold
8,313
– – 0.03% 198
2019
Q3 		$388K Hold
8,313
– – 0.04% 197
2019
Q2 		$415K Buy
+8,313
New +$431K 0.04% 199
2017
Q3 		– Sell
-8,313
Closed -$357K – 689
2017
Q2 		$357K Hold
8,313
– – 0.04% 184
2017
Q1 		$323K Buy
+8,313
New +$354K 0.03% 213
2016
Q3 		– Sell
-8,313
Closed -$237K – 551
2016
Q2 		$237K Hold
8,313
– – 0.03% 230
2016
Q1 		$262K Hold
8,313
– – 0.03% 222
2015
Q4 		$289K Buy
+8,313
New +$289K 0.04% 218
2015
Q3 		– Sell
-6,067
Closed -$223K – 273
2015
Q2 		$223K Sell
6,067
-2
-0% -$74 0.03% 254
2015
Q1 		$226K Buy
6,069
+2
+0% +$71 0.03% 254
2014
Q4 		$217K Buy
+6,067
New +$206K 0.03% 251

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

Salem Investment Counselors's AMTD Position: Q4 2020 in Review

Salem Investment Counselors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 8,313 shares — an estimated $325K sold.

Salem Investment Counselors first reported a position in AMTD in Q4 2014 and held it in 14 quarters. The position peaked at $415K in Q2 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Salem Investment Counselors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 8,313 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $325K.
  • Salem Investment Counselors first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 14 quarters.
  • Salem Investment Counselors's TD Ameritrade Holding Corp position peaked at $415K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Salem Investment Counselors's 13F filing for Q4 2020, filed 17 Feb 2021.