YCG LLC’s TD Ameritrade Holding Corp AMTD Stock Holding History

YCG LLC’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	-321,661	Closed	-$12.8M	–	46
2020 Q3	$12.8M	Buy	+321,661	New	+$12.1M	1.66%	24
2019 Q2	–	Sell	-51,198	Closed	-$2.64M	–	42
2019 Q1	$2.64M	Hold	51,198	–	–	0.46%	27
2018 Q4	$2.51M	Buy	51,198 +14,000	+38%	+$713K	0.51%	27
2018 Q3	$1.97M	Buy	37,198 +2,300	+7%	+$131K	0.39%	25
2018 Q2	$1.93M	Buy	34,898 +3,178	+10%	+$189K	0.41%	25
2018 Q1	$1.83M	Buy	+31,720	New	+$1.8M	0.4%	24

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

YCG LLC's AMTD Position: Q4 2020 in Review

YCG LLC sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 321,661 shares — an estimated $12.8M sold.

YCG LLC first reported a position in AMTD in Q1 2018 and held it in 6 quarters. The position peaked at $12.8M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

YCG LLC reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
YCG LLC sold 321,661 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $12.8M.
YCG LLC first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 6 quarters.
YCG LLC's TD Ameritrade Holding Corp position peaked at $12.8M in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

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