Live Your Vision’s Interactive Brokers IBKR Stock Holding History

Live Your Vision’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 Q4	–	Sell	-600	Closed	-$8K	–	269
2018 Q3	$8K	Buy	+600	New	+$9.1K	﹤0.01%	200

Other funds holding IBKR

BCM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Live Your Vision's IBKR Position: Q4 2018 in Review

Live Your Vision sold out of Interactive Brokers (IBKR) in Q4 2018, closing a stake of 600 shares — an estimated $8K sold.

Live Your Vision first reported a position in IBKR in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 249 funds tracked by Wall St. Rank hold IBKR as of Q4 2018.

Live Your Vision reported no remaining Interactive Brokers position as of Q4 2018 after selling out during the quarter.
Live Your Vision sold 600 Interactive Brokers shares in Q4 2018, an estimated $8K.
Live Your Vision first reported a position in Interactive Brokers in Q3 2018 and held it in 1 quarter.
Live Your Vision's Interactive Brokers position peaked at $8K in Q3 2018.
249 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2018.

Based on Live Your Vision's 13F filing for Q4 2018, filed 16 Jan 2019.