Virtus ETF Advisers’s TD Ameritrade Holding Corp AMTD Stock Holding History

Virtus ETF Advisers’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	-441	Closed	-$16K	–	445
2020 Q2	$16K	Hold	441	–	–	0.01%	401
2020 Q1	$15K	Buy	441 +114	+35%	+$4.97K	0.01%	357
2019 Q4	$16K	Buy	+327	New	+$14.2K	﹤0.01%	400
2018 Q4	–	Sell	-404	Closed	-$21K	–	413
2018 Q3	$21K	Buy	404 +90	+29%	+$5.12K	﹤0.01%	271
2018 Q2	$17K	Sell	314 -58	-16%	-$3.46K	0.02%	231
2018 Q1	$22K	Hold	372	–	–	0.02%	180
2017 Q4	$19K	Buy	+372	New	+$18.6K	0.02%	198

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

Virtus ETF Advisers's AMTD Position: Q3 2020 in Review

Virtus ETF Advisers sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 441 shares — an estimated $16K sold.

Virtus ETF Advisers first reported a position in AMTD in Q4 2017 and held it in 7 quarters. The position peaked at $22K in Q1 2018. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

Virtus ETF Advisers reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
Virtus ETF Advisers sold 441 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $16K.
Virtus ETF Advisers first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 7 quarters.
Virtus ETF Advisers's TD Ameritrade Holding Corp position peaked at $22K in Q1 2018.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Virtus ETF Advisers's 13F filing for Q3 2020, filed 13 Nov 2020.