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Fiduciary Group’s Interactive Brokers IBKR Stock Holding History

Fiduciary 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
2017
Q3 		– Sell
-21,648
Closed -$203K – 178
2017
Q2 		$203K Buy
+21,648
New +$192K 0.05% 171
2016
Q2 		– Sell
-23,476
Closed -$231K – 183
2016
Q1 		$231K Buy
+23,476
New +$207K 0.07% 160

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fiduciary Group's IBKR Position: Q3 2017 in Review

Fiduciary Group sold out of Interactive Brokers (IBKR) in Q3 2017, closing a stake of 21,648 shares — an estimated $203K sold.

Fiduciary Group first reported a position in IBKR in Q1 2016 and held it in 2 quarters. The position peaked at $231K in Q1 2016. 207 funds tracked by Wall St. Rank hold IBKR as of Q3 2017.

  • Fiduciary Group reported no remaining Interactive Brokers position as of Q3 2017 after selling out during the quarter.
  • Fiduciary Group sold 21,648 Interactive Brokers shares in Q3 2017, an estimated $203K.
  • Fiduciary Group first reported a position in Interactive Brokers in Q1 2016 and held it in 2 quarters.
  • Fiduciary Group's Interactive Brokers position peaked at $231K in Q1 2016.
  • 207 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2017.

Based on Fiduciary Group's 13F filing for Q3 2017, filed 13 Nov 2017.