Bellevue Group’s Interactive Brokers IBKR Stock Holding History

Bellevue 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
2021 Q1	–	Sell	-37,600	Closed	-$573K	–	227
2020 Q4	$573K	Hold	37,600	–	–	0.01%	168
2020 Q3	$454K	Hold	37,600	–	–	0.01%	187
2020 Q2	$393K	Hold	37,600	–	–	0.01%	192
2020 Q1	$406K	Hold	37,600	–	–	0.01%	179
2019 Q4	$438K	Hold	37,600	–	–	0.01%	198
2019 Q3	$506K	Buy	37,600 +14,572	+63%	+$181K	0.01%	156
2019 Q2	$312K	Buy	+23,028	New	+$312K	0.01%	189

Other funds holding IBKR

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Bellevue Group's IBKR Position: Q1 2021 in Review

Bellevue Group sold out of Interactive Brokers (IBKR) in Q1 2021, closing a stake of 37,600 shares — an estimated $573K sold.

Bellevue Group first reported a position in IBKR in Q2 2019 and held it in 7 quarters. The position peaked at $573K in Q4 2020. 320 funds tracked by Wall St. Rank hold IBKR as of Q1 2021.

Bellevue Group reported no remaining Interactive Brokers position as of Q1 2021 after selling out during the quarter.
Bellevue Group sold 37,600 Interactive Brokers shares in Q1 2021, an estimated $573K.
Bellevue Group first reported a position in Interactive Brokers in Q2 2019 and held it in 7 quarters.
Bellevue Group's Interactive Brokers position peaked at $573K in Q4 2020.
320 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2021.

Based on Bellevue Group's 13F filing for Q1 2021, filed 12 May 2021.