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
2020 Q4	–	Sell	-500	Closed	-$20K	–	9179
2020 Q3	$20K	Buy	+500	New	+$18.8K	﹤0.01%	6331
2020 Q2	–	Sell	-500	Closed	-$17K	–	8631
2020 Q1	$17K	Buy	+500	New	+$21.8K	﹤0.01%	6611
2019 Q4	–	Sell	-1,000	Closed	-$47K	–	8626
2019 Q3	$47K	Hold	1,000	–	–	﹤0.01%	6243
2019 Q2	$50K	Sell	1,000 -71,300	-99%	-$3.7M	﹤0.01%	5940
2019 Q1	$3.61M	Buy	72,300 +59,400	+460%	+$3.22M	﹤0.01%	2474
2018 Q4	$632K	Buy	12,900 +12,400	+2,480%	+$631K	﹤0.01%	4092
2018 Q3	$26K	Buy	+500	New	+$28.4K	﹤0.01%	6649
2015 Q1	–	Sell	-301,500	Closed	-$10.8M	–	9638
2014 Q4	$10.8M	Buy	+301,500	New	+$10.2M	0.01%	1444

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.