WG
AMTD

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

Winton 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
-82,249
Closed -$3.22M – 1618
2020
Q3 		$3.22M Sell
82,249
-17,752
-18% -$668K 0.1% 300
2020
Q2 		$3.64M Sell
100,001
-51,348
-34% -$1.93M 0.09% 362
2020
Q1 		$5.25M Buy
151,349
+5,255
+4% +$229K 0.14% 234
2019
Q4 		$7.26M Buy
146,094
+103,870
+246% +$4.5M 0.1% 342
2019
Q3 		$1.97M Buy
42,224
+30,088
+248% +$1.44M 0.02% 578
2019
Q2 		$606K Buy
12,136
+2,749
+29% +$142K 0.01% 592
2019
Q1 		$469K Buy
9,387
+1,812
+24% +$98.2K 0.01% 608
2018
Q4 		$371K Sell
7,575
-2,447
-24% -$125K 0.01% 583
2018
Q3 		$529K Sell
10,022
-1,412
-12% -$80.3K 0.01% 608
2018
Q2 		$626K Buy
11,434
+216
+2% +$12.9K 0.02% 563
2018
Q1 		$664K Buy
11,218
+5,658
+102% +$321K 0.02% 657
2017
Q4 		$284K Sell
5,560
-596
-10% -$29.8K 0.01% 616
2017
Q3 		$300K Buy
+6,156
New +$276K 0.01% 611

Other funds holding AMTD

Toronto Dominion Bank
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

Winton Group's AMTD Position: Q4 2020 in Review

Winton Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 82,249 shares — an estimated $3.22M sold.

Winton Group first reported a position in AMTD in Q3 2017 and held it in 13 quarters. The position peaked at $7.26M in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Winton Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 82,249 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3.22M.
  • Winton Group first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 13 quarters.
  • Winton Group's TD Ameritrade Holding Corp position peaked at $7.26M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.