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AHL Partners’s Interactive Brokers IBKR Stock Holding History

AHL Partners’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
2017
Q4 		$4.91M Buy
331,764
+218,308
+192% +$2.98M 0.08% 490
2017
Q3 		$1.28M Buy
+113,456
New +$1.16M 0.02% 815
2015
Q3 		– Sell
-71,272
Closed -$740K – 744
2015
Q2 		$740K Buy
+71,272
New +$647K 0.03% 611

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
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AA
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Kayne Anderson Rudnick Investment Management
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return