Sun Life Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sun Life Financial’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	-7,358	Closed	-$288K	–	515
2020 Q3	$288K	Sell	7,358 -1,030	-12%	-$38.8K	0.05%	112
2020 Q2	$306K	Sell	8,388 -264	-3%	-$9.94K	0.06%	104
2020 Q1	$300K	Buy	8,652 +323	+4%	+$14.1K	0.08%	92
2019 Q4	$415K	Buy	8,329 +326	+4%	+$14.1K	0.11%	93
2019 Q3	$372K	Buy	8,003 +3,613	+82%	+$173K	0.1%	132
2019 Q2	$218K	Buy	+4,390	New	+$228K	0.05%	172

Other funds holding AMTD

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

Sun Life Financial's AMTD Position: Q4 2020 in Review

Sun Life Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,358 shares — an estimated $288K sold.

Sun Life Financial first reported a position in AMTD in Q2 2019 and held it in 6 quarters. The position peaked at $415K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Sun Life Financial reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Sun Life Financial sold 7,358 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $288K.
Sun Life Financial first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 6 quarters.
Sun Life Financial's TD Ameritrade Holding Corp position peaked at $415K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Sun Life Financial's 13F filing for Q4 2020, filed 11 Feb 2021.