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Allen Investment Management’s Interactive Brokers IBKR Stock Holding History

Allen Investment Management’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
2016
Q3 		– Sell
-45,320
Closed -$401K – 214
2016
Q2 		$401K Hold
45,320
– – 0.03% 154
2016
Q1 		$445K Buy
+45,320
New +$400K 0.04% 139

Other funds holding IBKR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allen Investment Management's IBKR Position: Q3 2016 in Review

Allen Investment Management sold out of Interactive Brokers (IBKR) in Q3 2016, closing a stake of 45,320 shares — an estimated $401K sold.

Allen Investment Management first reported a position in IBKR in Q1 2016 and held it in 2 quarters. The position peaked at $445K in Q1 2016. 198 funds tracked by Wall St. Rank hold IBKR as of Q3 2016.

  • Allen Investment Management reported no remaining Interactive Brokers position as of Q3 2016 after selling out during the quarter.
  • Allen Investment Management sold 45,320 Interactive Brokers shares in Q3 2016, an estimated $401K.
  • Allen Investment Management first reported a position in Interactive Brokers in Q1 2016 and held it in 2 quarters.
  • Allen Investment Management's Interactive Brokers position peaked at $445K in Q1 2016.
  • 198 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2016.

Based on Allen Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.