MOTCO’s Interactive Brokers IBKR Stock Holding History

MOTCO’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
2021 Q1	–	Sell	-580	Closed	-$9K	–	679
2020 Q4	$9K	Buy	+580	New	+$7.68K	﹤0.01%	538

Other funds holding IBKR

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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

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

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

MOTCO's IBKR Position: Q1 2021 in Review

MOTCO sold out of Interactive Brokers (IBKR) in Q1 2021, closing a stake of 580 shares — an estimated $9K sold.

MOTCO first reported a position in IBKR in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 320 funds tracked by Wall St. Rank hold IBKR as of Q1 2021.

MOTCO reported no remaining Interactive Brokers position as of Q1 2021 after selling out during the quarter.
MOTCO sold 580 Interactive Brokers shares in Q1 2021, an estimated $9K.
MOTCO first reported a position in Interactive Brokers in Q4 2020 and held it in 1 quarter.
MOTCO's Interactive Brokers position peaked at $9K in Q4 2020.
320 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2021.

Based on MOTCO's 13F filing for Q1 2021, filed 16 Apr 2021.