EWM
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Elite Wealth Management’s Interactive Brokers IBKR Stock Holding History

Elite Wealth 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
2014
Q1 		– Sell
-80
Closed – – 487
2013
Q4 		$0 Buy
+80
New +$447 ﹤0.01% 889

Other funds holding IBKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elite Wealth Management's IBKR Position: Q1 2014 in Review

Elite Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2014, closing a stake of 80 shares.

Elite Wealth Management first reported a position in IBKR in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 156 funds tracked by Wall St. Rank hold IBKR as of Q1 2014.

  • Elite Wealth Management reported no remaining Interactive Brokers position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 80 Interactive Brokers shares in Q1 2014.
  • Elite Wealth Management first reported a position in Interactive Brokers in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Interactive Brokers position peaked at $0 in Q4 2013.
  • 156 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.