BA
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Boston Advisors’s Interactive Brokers IBKR Stock Holding History

Boston 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
2015
Q3 		– Sell
-64,888
Closed -$674K – 768
2015
Q2 		$674K Sell
64,888
-10,716
-14% -$97.3K 0.03% 376
2015
Q1 		$643K Buy
75,604
+34,772
+85% +$276K 0.03% 395
2014
Q4 		$298K Hold
40,832
– – 0.01% 473
2014
Q3 		$255K Hold
40,832
– – 0.01% 512
2014
Q2 		$238K Buy
40,832
+1,596
+4% +$9.18K 0.01% 543
2014
Q1 		$213K Sell
39,236
-6,076
-13% -$33.6K 0.01% 548
2013
Q4 		$276K Hold
45,312
– – 0.01% 492
2013
Q3 		$213K Hold
45,312
– – 0.01% 520
2013
Q2 		$181K Buy
+45,312
New +$175K 0.01% 533

Other funds holding IBKR

KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return