JMH
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J.M. Hartwell’s Interactive Brokers IBKR Stock Holding History

J.M. Hartwell’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
Q4 		– Sell
-30,400
Closed -$300K – 89
2015
Q3 		$300K Hold
30,400
– – 0.07% 82
2015
Q2 		$316K Hold
30,400
– – 0.07% 94
2015
Q1 		$259K Hold
30,400
– – 0.06% 93
2014
Q4 		$222K Sell
30,400
-52,000
-63% -$348K 0.05% 97
2014
Q3 		$514K Buy
+82,400
New +$490K 0.12% 63

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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 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 $2.31B AUM 40.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return