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MUFG Americas’s Interactive Brokers IBKR Stock Holding History

MUFG Americas’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
2022
Q2 		– Sell
-548
Closed -$9K – 767
2022
Q1 		$9K Buy
+548
New +$9.44K ﹤0.01% 719
2014
Q4 		– Sell
-616
Closed -$4K – 1270
2014
Q3 		$4K Buy
616
+124
+25% +$738 ﹤0.01% 1121
2014
Q2 		$3K Sell
492
-1,488
-75% -$8.56K ﹤0.01% 1063
2014
Q1 		$11K Buy
+1,980
New +$11K ﹤0.01% 891

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

MUFG Americas's IBKR Position: Q2 2022 in Review

MUFG Americas sold out of Interactive Brokers (IBKR) in Q2 2022, closing a stake of 548 shares — an estimated $9K sold.

MUFG Americas first reported a position in IBKR in Q1 2014 and held it in 4 quarters. The position peaked at $11K in Q1 2014. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2022.

  • MUFG Americas reported no remaining Interactive Brokers position as of Q2 2022 after selling out during the quarter.
  • MUFG Americas sold 548 Interactive Brokers shares in Q2 2022, an estimated $9K.
  • MUFG Americas first reported a position in Interactive Brokers in Q1 2014 and held it in 4 quarters.
  • MUFG Americas's Interactive Brokers position peaked at $11K in Q1 2014.
  • 343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2022.

Based on MUFG Americas's 13F filing for Q2 2022, filed 2 Aug 2022.