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Frontier Wealth Management’s Interactive Brokers IBKR Stock Holding History

Frontier 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
2020
Q1 		– Sell
-126,948
Closed -$1.48M – 312
2019
Q4 		$1.48M Sell
126,948
-36,128
-22% -$424K 0.24% 98
2019
Q3 		$2.19M Buy
163,076
+40,428
+33% +$503K 0.32% 69
2019
Q2 		$1.66M Buy
122,648
+34,000
+38% +$461K 0.25% 83
2019
Q1 		$1.15M Buy
+88,648
New +$1.17M 0.16% 139

Other funds holding IBKR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Frontier Wealth Management's IBKR Position: Q1 2020 in Review

Frontier Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2020, closing a stake of 126,948 shares — an estimated $1.48M sold.

Frontier Wealth Management first reported a position in IBKR in Q1 2019 and held it in 4 quarters. The position peaked at $2.19M in Q3 2019. 232 funds tracked by Wall St. Rank hold IBKR as of Q1 2020.

  • Frontier Wealth Management reported no remaining Interactive Brokers position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 126,948 Interactive Brokers shares in Q1 2020, an estimated $1.48M.
  • Frontier Wealth Management first reported a position in Interactive Brokers in Q1 2019 and held it in 4 quarters.
  • Frontier Wealth Management's Interactive Brokers position peaked at $2.19M in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.