Stone Ridge Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Stone Ridge Asset Management’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	-9,000	Closed	-$327K	–	582
2020 Q2	$327K	Hold	9,000	–	–	0.05%	395
2020 Q1	$312K	Sell	9,000 -1,600	-15%	-$69.7K	0.03%	505
2019 Q4	$527K	Buy	+10,600	New	+$459K	0.03%	626
2015 Q1	–	Sell	-5,901	Closed	-$211K	–	196
2014 Q4	$211K	Buy	+5,901	New	+$200K	0.44%	149

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

Stone Ridge Asset Management's AMTD Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 9,000 shares — an estimated $327K sold.

Stone Ridge Asset Management first reported a position in AMTD in Q4 2014 and held it in 4 quarters. The position peaked at $527K in Q4 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Stone Ridge Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 9,000 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $327K.
Stone Ridge Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 4 quarters.
Stone Ridge Asset Management's TD Ameritrade Holding Corp position peaked at $527K in Q4 2019.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.