MCM
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McKinley Capital Management’s Interactive Brokers IBKR Stock Holding History

McKinley Capital 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
2018
Q4 		– Sell
-17,104
Closed -$237K – 297
2018
Q3 		$237K Buy
17,104
+5,212
+44% +$79.1K 0.02% 194
2018
Q2 		$192K Sell
11,892
-692
-5% -$12.5K 0.01% 221
2018
Q1 		$212K Buy
12,584
+5,012
+66% +$82.9K 0.01% 213
2017
Q4 		$112K Sell
7,572
-5,156
-41% -$70.3K 0.01% 304
2017
Q3 		$143K Sell
12,728
-532
-4% -$5.42K 0.01% 310
2017
Q2 		$124K Sell
13,260
-364
-3% -$3.23K ﹤0.01% 321
2017
Q1 		$118K Sell
13,624
-816
-6% -$7.6K ﹤0.01% 386
2016
Q4 		$132K Sell
14,440
-2,584
-15% -$23.5K 0.01% 374
2016
Q3 		$150K Buy
17,024
+84
+0.5% +$744 0.01% 375
2016
Q2 		$150K Sell
16,940
-644
-4% -$6.14K 0.01% 329
2016
Q1 		$173K Sell
17,584
-1,624
-8% -$14.3K 0.01% 305
2015
Q4 		$209K Buy
19,208
+72
+0.4% +$751 0.01% 308
2015
Q3 		$189K Sell
19,136
-1,000
-5% -$10.3K 0.01% 311
2015
Q2 		$209K Buy
+20,136
New +$183K 0.01% 316

Other funds holding IBKR

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $665M AUM 25.91% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McKinley Capital Management's IBKR Position: Q4 2018 in Review

McKinley Capital Management sold out of Interactive Brokers (IBKR) in Q4 2018, closing a stake of 17,104 shares — an estimated $237K sold.

McKinley Capital Management first reported a position in IBKR in Q2 2015 and held it in 14 quarters. The position peaked at $237K in Q3 2018. 249 funds tracked by Wall St. Rank hold IBKR as of Q4 2018.

  • McKinley Capital Management reported no remaining Interactive Brokers position as of Q4 2018 after selling out during the quarter.
  • McKinley Capital Management sold 17,104 Interactive Brokers shares in Q4 2018, an estimated $237K.
  • McKinley Capital Management first reported a position in Interactive Brokers in Q2 2015 and held it in 14 quarters.
  • McKinley Capital Management's Interactive Brokers position peaked at $237K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2018.

Based on McKinley Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.