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Alera Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-56
Closed -$1K – 492
2019
Q1 		$1K Sell
56
-120
-68% -$1.58K ﹤0.01% 973
2018
Q4 		$2K Buy
+176
New +$2.35K ﹤0.01% 761

Other funds holding IBKR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Alera Investment Advisors's IBKR Position: Q2 2019 in Review

Alera Investment Advisors sold out of Interactive Brokers (IBKR) in Q2 2019, closing a stake of 56 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in IBKR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 250 funds tracked by Wall St. Rank hold IBKR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Interactive Brokers position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 56 Interactive Brokers shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Interactive Brokers in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Interactive Brokers position peaked at $2K in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.