Financial Gravity Companies’s Interactive Brokers IBKR Stock Holding History

Financial Gravity Companies’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
2018 Q1	$277K	Buy	+15,080	New	+$250K	0.28%	60

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BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Financial Gravity Companies's IBKR Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in Interactive Brokers (IBKR) in Q1 2018: 15,080 shares worth $277K. The stake represents 0.28% of the portfolio and ranks #60 among its holdings.

268 funds tracked by Wall St. Rank hold IBKR as of Q1 2018.

Financial Gravity Companies held 15,080 shares of Interactive Brokers worth $277K as of Q1 2018.
Interactive Brokers was a new Financial Gravity Companies position in Q1 2018.
Interactive Brokers made up 0.28% of Financial Gravity Companies's portfolio in Q1 2018, its #60 holding.
268 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.