Walter & Keenan Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Walter & Keenan Wealth 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 Q4	–	Sell	-7,099	Closed	-$278K	–	151
2020 Q3	$278K	Hold	7,099	–	–	0.11%	121
2020 Q2	$258K	Buy	+7,099	New	+$267K	0.1%	125
2019 Q2	–	Sell	-7,099	Closed	-$355K	–	162
2019 Q1	$355K	Sell	7,099 -1,900	-21%	-$103K	0.16%	108
2018 Q4	$441K	Hold	8,999	–	–	0.2%	89
2018 Q3	$475	Hold	8,999	–	–	0.14%	96
2018 Q2	$493K	Hold	8,999	–	–	0.21%	91
2018 Q1	$533K	Hold	8,999	–	–	0.23%	90
2017 Q4	$460K	Hold	8,999	–	–	0.19%	99
2017 Q3	$439K	Hold	8,999	–	–	0.2%	95
2017 Q2	$387K	Hold	8,999	–	–	0.19%	97
2017 Q1	$350K	Hold	8,999	–	–	0.18%	97
2016 Q4	$392K	Hold	8,999	–	–	0.21%	95
2016 Q3	$317K	Hold	8,999	–	–	0.17%	106
2016 Q2	$256K	Hold	8,999	–	–	0.14%	114
2016 Q1	$284K	Hold	8,999	–	–	0.16%	105
2015 Q4	$312K	Hold	8,999	–	–	0.18%	103
2015 Q3	$287K	Hold	8,999	–	–	0.18%	110
2015 Q2	$331K	Hold	8,999	–	–	0.19%	102
2015 Q1	$335K	Hold	8,999	–	–	0.19%	109
2014 Q4	$322K	Hold	8,999	–	–	0.18%	106
2014 Q3	$300K	Hold	8,999	–	–	0.18%	113
2014 Q2	$282K	Hold	8,999	–	–	0.15%	117
2014 Q1	$306K	Buy	+8,999	New	+$294K	0.17%	106

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

Walter & Keenan Wealth Management's AMTD Position: Q4 2020 in Review

Walter & Keenan Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,099 shares — an estimated $278K sold.

Walter & Keenan Wealth Management first reported a position in AMTD in Q1 2014 and held it in 23 quarters. The position peaked at $533K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Walter & Keenan Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Walter & Keenan Wealth Management sold 7,099 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $278K.
Walter & Keenan Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 23 quarters.
Walter & Keenan Wealth Management's TD Ameritrade Holding Corp position peaked at $533K in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.