UBS Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

UBS 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
2018 Q3	–	Sell	-75,000	Closed	-$4.11M	–	8424
2018 Q2	$4.11M	Buy	+75,000	New	+$4.47M	﹤0.01%	2519
2015 Q3	–	Sell	-1,186,115	Closed	-$43.7M	–	8771
2015 Q2	$43.7M	Buy	+1,186,115	New	+$44.1M	0.03%	572

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

UBS Group's AMTD Position: Q4 2020 in Review

UBS Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 289,297 shares — an estimated $11.3M sold.

UBS Group first reported a position in AMTD in Q4 2014 and held it in 24 quarters. The position peaked at $55M in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

UBS Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
UBS Group sold 289,297 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $11.3M.
UBS Group first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 24 quarters.
UBS Group's TD Ameritrade Holding Corp position peaked at $55M in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on UBS Group's 13F filing for Q4 2020, filed 11 Feb 2021.