CHAM
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Clear Harbor Asset Management’s Interactive Brokers IBKR Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-400
Closed -$4.83K – 495
2020
Q3 		$4.83K Buy
+400
New +$4.99K ﹤0.01% 668
2020
Q1 		– Sell
-2,320
Closed -$27K – 452
2019
Q4 		$27K Buy
+2,320
New +$27.2K ﹤0.01% 479
2017
Q3 		– Sell
-59,020
Closed -$556K – 253
2017
Q2 		$556K Sell
59,020
-1,300
-2% -$11.5K 0.11% 131
2017
Q1 		$524K Buy
60,320
+18,000
+43% +$168K 0.11% 134
2016
Q4 		$386K Buy
+42,320
New +$385K 0.08% 160

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Vanguard Group
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BlackRock
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BCM
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Baillie Gifford & Co
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CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B 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