SPC
AMTD

Sigma Planning Corp’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-11,118
Closed -$553K – 1142
2019
Q4 		$553K Buy
+11,118
New +$482K 0.02% 567
2018
Q3 		– Sell
-34,212
Closed -$1.87M – 1022
2018
Q2 		$1.87M Buy
34,212
+170
+0.5% +$10.1K 0.13% 182
2018
Q1 		$2.02M Sell
34,042
-135
-0.4% -$7.65K 0.15% 163
2017
Q4 		$1.75M Buy
34,177
+2,446
+8% +$122K 0.13% 183
2017
Q3 		$1.55M Buy
+31,731
New +$1.42M 0.13% 183

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sigma Planning Corp's AMTD Position: Q1 2020 in Review

Sigma Planning Corp sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 11,118 shares — an estimated $553K sold.

Sigma Planning Corp first reported a position in AMTD in Q3 2017 and held it in 5 quarters. The position peaked at $2.02M in Q1 2018. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Sigma Planning Corp reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 11,118 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $553K.
  • Sigma Planning Corp first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 5 quarters.
  • Sigma Planning Corp's TD Ameritrade Holding Corp position peaked at $2.02M in Q1 2018.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.