Schroder Investment Management Group
AMTD

Schroder Investment Management Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Schroder Investment Management 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
-4,088
Closed -$167K – 1531
2020
Q3 		$167K Hold
4,088
– – ﹤0.01% 1203
2020
Q2 		$149K Sell
4,088
-409
-9% -$15.4K ﹤0.01% 1122
2020
Q1 		$168K Buy
+4,497
New +$196K ﹤0.01% 1137
2019
Q4 		– Sell
-132,073
Closed -$6.2M – 1372
2019
Q3 		$6.2M Buy
+132,073
New +$6.33M 0.01% 717
2018
Q3 		– Sell
-4,202
Closed -$233K – 1363
2018
Q2 		$233K Sell
4,202
-651
-13% -$38.8K ﹤0.01% 1138
2018
Q1 		$287K Sell
4,853
-18,347
-79% -$1.04M ﹤0.01% 1124
2017
Q4 		$1.19M Hold
23,200
– – ﹤0.01% 956
2017
Q3 		$1.13M Sell
23,200
-14,000
-38% -$628K ﹤0.01% 959
2017
Q2 		$1.59M Sell
37,200
-304,300
-89% -$11.8M ﹤0.01% 902
2017
Q1 		$13.3M Buy
+341,500
New +$14.5M 0.02% 556
2016
Q1 		– Sell
-175,000
Closed -$6.07M – 1253
2015
Q4 		$6.07M Sell
175,000
-360,300
-67% -$12.5M 0.01% 708
2015
Q3 		$17M Buy
+535,300
New +$18.8M 0.04% 492
2013
Q3 		– Sell
-218,600
Closed -$5.31M – 1659
2013
Q2 		$5.31M Buy
+218,600
New +$4.75M 0.01% 742

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

Schroder Investment Management Group's AMTD Position: Q4 2020 in Review

Schroder Investment Management Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 4,088 shares — an estimated $167K sold.

Schroder Investment Management Group first reported a position in AMTD in Q2 2013 and held it in 13 quarters. The position peaked at $17M in Q3 2015. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Schroder Investment Management Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Schroder Investment Management Group sold 4,088 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $167K.
  • Schroder Investment Management Group first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 13 quarters.
  • Schroder Investment Management Group's TD Ameritrade Holding Corp position peaked at $17M in Q3 2015.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Schroder Investment Management Group's 13F filing for Q4 2020, filed 16 Feb 2021.