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Aperio Group’s Interactive Brokers IBKR Stock Holding History

Aperio 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
2020
Q4 		$975K Sell
64,040
-1,024
-2% -$13.6K ﹤0.01% 1603
2020
Q3 		$786K Sell
65,064
-752
-1% -$9.38K ﹤0.01% 1569
2020
Q2 		$687K Sell
65,816
-9,616
-13% -$101K ﹤0.01% 1604
2020
Q1 		$814K Buy
75,432
+29,552
+64% +$357K ﹤0.01% 1392
2019
Q4 		$535K Sell
45,880
-5,704
-11% -$66.9K ﹤0.01% 1762
2019
Q3 		$694K Sell
51,584
-10,884
-17% -$135K ﹤0.01% 1583
2019
Q2 		$846K Sell
62,468
-588
-0.9% -$7.97K ﹤0.01% 1481
2019
Q1 		$818K Sell
63,056
-40,396
-39% -$531K ﹤0.01% 1463
2018
Q4 		$1.41M Buy
103,452
+35,684
+53% +$476K 0.01% 1132
2018
Q3 		$937K Buy
67,768
+608
+0.9% +$9.22K ﹤0.01% 1443
2018
Q2 		$1.08M Buy
67,160
+2,800
+4% +$50.7K 0.01% 1336
2018
Q1 		$1.08M Buy
64,360
+1,092
+2% +$18.1K 0.01% 1270
2017
Q4 		$937K Buy
63,268
+7,364
+13% +$100K ﹤0.01% 1338
2017
Q3 		$629K Buy
55,904
+6,620
+13% +$67.5K ﹤0.01% 1555
2017
Q2 		$461K Buy
49,284
+7,140
+17% +$63.4K ﹤0.01% 1694
2017
Q1 		$366K Sell
42,144
-4,388
-9% -$40.9K ﹤0.01% 1726
2016
Q4 		$425K Sell
46,532
-3,576
-7% -$32.5K ﹤0.01% 1612
2016
Q3 		$442K Sell
50,108
-44
-0.1% -$390 ﹤0.01% 1517
2016
Q2 		$444K Sell
50,152
-1,444
-3% -$13.8K ﹤0.01% 1452
2016
Q1 		$507K Buy
51,596
+18,732
+57% +$165K ﹤0.01% 1360
2015
Q4 		$358K Buy
32,864
+5,624
+21% +$58.7K ﹤0.01% 1516
2015
Q3 		$269K Buy
27,240
+1,160
+4% +$11.9K ﹤0.01% 1618
2015
Q2 		$271K Sell
26,080
-320
-1% -$2.9K ﹤0.01% 1697
2015
Q1 		$225K Buy
+26,400
New +$210K ﹤0.01% 1755

Other funds holding IBKR

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's IBKR Position: Q4 2020 in Review

Aperio Group reduced its Interactive Brokers (IBKR) stake by 1.6% in Q4 2020, selling an estimated $13.6K and leaving 64,040 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Aperio Group first reported a position in IBKR in Q1 2015 and has held it in 24 quarters since. The position peaked at $1.41M in Q4 2018. 281 funds tracked by Wall St. Rank hold IBKR as of Q4 2020.

  • Aperio Group held 64,040 shares of Interactive Brokers worth $975K as of Q4 2020.
  • Aperio Group sold 1,024 Interactive Brokers shares in Q4 2020, an estimated $13.6K.
  • Interactive Brokers made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1603 holding.
  • Aperio Group first reported a position in Interactive Brokers in Q1 2015 and has held it in 24 quarters since.
  • Aperio Group's Interactive Brokers position peaked at $1.41M in Q4 2018.
  • 281 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.