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Anavon Capital’s Interactive Brokers IBKR Stock Holding History

Anavon Capital’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 		$11.7M Buy
+1,003,600
New +$11.8M 11.2% 4
2018
Q3 		$15.1M Buy
+1,092,400
New +$16.6M 13.73% 2
2016
Q4 		$5.67M Buy
+621,200
New +$5.65M 5.36% 10

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

Anavon Capital's IBKR Position: Q4 2019 in Review

Anavon Capital opened a new position in Interactive Brokers (IBKR) in Q4 2019: 1,003,600 shares worth $11.7M. The stake represents 11.2% of the portfolio and ranks #4 among its holdings. This is a return to the name: Anavon Capital previously reported a position in IBKR as recently as Q3 2018.

Anavon Capital first reported a position in IBKR in Q4 2016 and has held it in 3 quarters since. The position peaked at $15.1M in Q3 2018. 247 funds tracked by Wall St. Rank hold IBKR as of Q4 2019.

  • Anavon Capital held 1,003,600 shares of Interactive Brokers worth $11.7M as of Q4 2019.
  • Interactive Brokers was a new Anavon Capital position in Q4 2019.
  • Interactive Brokers made up 11.2% of Anavon Capital's portfolio in Q4 2019, its #4 holding.
  • Anavon Capital first reported a position in Interactive Brokers in Q4 2016 and has held it in 3 quarters since.
  • Anavon Capital's Interactive Brokers position peaked at $15.1M in Q3 2018.
  • 247 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2019.

Based on Anavon Capital's 13F filing for Q4 2019, filed 10 Feb 2020.