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Advisor Group’s Interactive Brokers IBKR Stock Holding History

Advisor Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$261K Buy
22,448
+6,252
+39% +$73.4K ﹤0.01% 2187
2019
Q3 		$218K Sell
16,196
-188
-1% -$2.34K ﹤0.01% 2254
2019
Q2 		$222K Buy
16,384
+4,072
+33% +$55.2K ﹤0.01% 2225
2019
Q1 		$160K Buy
12,312
+2,876
+30% +$37.8K ﹤0.01% 2464
2018
Q4 		$129K Buy
9,436
+1,276
+16% +$17K ﹤0.01% 2426
2018
Q3 		$113K Sell
8,160
-19,112
-70% -$290K ﹤0.01% 2666
2018
Q2 		$439K Sell
27,272
-7,508
-22% -$136K 0.01% 1404
2018
Q1 		$585K Buy
34,780
+31,792
+1,064% +$526K 0.01% 1208
2017
Q4 		$44K Buy
2,988
+156
+6% +$2.13K ﹤0.01% 3165
2017
Q3 		$32K Hold
2,832
– – ﹤0.01% 3261
2017
Q2 		$26K Buy
2,832
+768
+37% +$6.82K ﹤0.01% 3323
2017
Q1 		$18K Buy
2,064
+876
+74% +$8.16K ﹤0.01% 3431
2016
Q4 		$10K Sell
1,188
-900
-43% -$8.19K ﹤0.01% 3622
2016
Q3 		$18K Buy
2,088
+216
+12% +$1.91K ﹤0.01% 3214
2016
Q2 		$16K Buy
+1,872
New +$17.9K ﹤0.01% 3208

Other funds holding IBKR

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Advisor Group's IBKR Position: Q4 2019 in Review

Advisor Group increased its Interactive Brokers (IBKR) stake by 39% in Q4 2019, buying an estimated $73.4K and bringing the position to 22,448 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Advisor Group first reported a position in IBKR in Q2 2016 and has held it in 15 quarters since. The position peaked at $585K in Q1 2018. 247 funds tracked by Wall St. Rank hold IBKR as of Q4 2019.

  • Advisor Group held 22,448 shares of Interactive Brokers worth $261K as of Q4 2019.
  • Advisor Group bought 6,252 Interactive Brokers shares in Q4 2019, an estimated $73.4K.
  • Interactive Brokers made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2187 holding.
  • Advisor Group first reported a position in Interactive Brokers in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Interactive Brokers position peaked at $585K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.