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Gupta Wealth Management’s Interactive Brokers IBKR Stock Holding History

Gupta 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
2016
Q1 		$29K Hold
3,000
– – 0.01% 572
2015
Q4 		$33K Hold
3,000
– – 0.01% 528
2015
Q3 		$30K Hold
3,000
– – 0.01% 573
2015
Q2 		$31K Hold
3,000
– – 0.01% 613
2015
Q1 		$26K Buy
+3,000
New +$23.8K 0.01% 534

Other funds holding IBKR

KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Gupta Wealth Management's IBKR Position: Q1 2016 in Review

Gupta Wealth Management held its Interactive Brokers (IBKR) position steady in Q1 2016 at 3,000 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #572.

Gupta Wealth Management first reported a position in IBKR in Q1 2015 and has held it in 5 quarters since. The position peaked at $33K in Q4 2015. 197 funds tracked by Wall St. Rank hold IBKR as of Q1 2016.

  • Gupta Wealth Management held 3,000 shares of Interactive Brokers worth $29K as of Q1 2016.
  • Gupta Wealth Management left its Interactive Brokers share count unchanged in Q1 2016.
  • Interactive Brokers made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #572 holding.
  • Gupta Wealth Management first reported a position in Interactive Brokers in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Interactive Brokers position peaked at $33K in Q4 2015.
  • 197 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.