Index Management Solutions’s Interactive Brokers IBKR Stock Holding History

Index Management Solutions’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
2015 Q1	–	Sell	-132,884	Closed	-$969K	–	821
2014 Q4	$969K	Sell	132,884 -2,076	-2%	-$13.9K	0.13%	167
2014 Q3	$842K	Buy	+134,960	New	+$803K	0.1%	176
2014 Q2	–	Sell	-161,908	Closed	-$877K	–	1083
2014 Q1	$877K	Buy	+161,908	New	+$896K	0.14%	176
2013 Q4	–	Sell	-46,412	Closed	-$218K	–	676
2013 Q3	$218K	Buy	+46,412	New	+$199K	0.06%	117

Other funds holding IBKR

Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Index Management Solutions's IBKR Position: Q1 2015 in Review

Index Management Solutions sold out of Interactive Brokers (IBKR) in Q1 2015, closing a stake of 132,884 shares — an estimated $969K sold.

Index Management Solutions first reported a position in IBKR in Q3 2013 and held it in 4 quarters. The position peaked at $969K in Q4 2014. 175 funds tracked by Wall St. Rank hold IBKR as of Q1 2015.

Index Management Solutions reported no remaining Interactive Brokers position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 132,884 Interactive Brokers shares in Q1 2015, an estimated $969K.
Index Management Solutions first reported a position in Interactive Brokers in Q3 2013 and held it in 4 quarters.
Index Management Solutions's Interactive Brokers position peaked at $969K in Q4 2014.
175 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.