VCM
AMTD

Vivaldi Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Vivaldi Capital 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
-7,916
Closed -$288K – 317
2020
Q2 		$288K Buy
+7,916
New +$298K 0.06% 203

Other funds holding AMTD

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Wellington Management Group
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UOC
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vivaldi Capital Management's AMTD Position: Q3 2020 in Review

Vivaldi Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 7,916 shares — an estimated $288K sold.

Vivaldi Capital Management first reported a position in AMTD in Q2 2020 and held it in 1 quarter. The position peaked at $288K in Q2 2020. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Vivaldi Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Vivaldi Capital Management sold 7,916 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $288K.
  • Vivaldi Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2020 and held it in 1 quarter.
  • Vivaldi Capital Management's TD Ameritrade Holding Corp position peaked at $288K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Vivaldi Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.