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Oakbrook Investments’s Interactive Brokers IBKR Stock Holding History

Oakbrook Investments’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
2019
Q4 		– Sell
-17,200
Closed -$231K – 602
2019
Q3 		$231K Buy
17,200
+400
+2% +$4.97K 0.02% 549
2019
Q2 		$228K Sell
16,800
-1,000
-6% -$13.6K 0.01% 551
2019
Q1 		$231K Hold
17,800
– – 0.01% 562
2018
Q4 		$243K Buy
+17,800
New +$237K 0.02% 513

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $15.1B AUM 23.54% 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 $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Oakbrook Investments's IBKR Position: Q4 2019 in Review

Oakbrook Investments sold out of Interactive Brokers (IBKR) in Q4 2019, closing a stake of 17,200 shares — an estimated $231K sold.

Oakbrook Investments first reported a position in IBKR in Q4 2018 and held it in 4 quarters. The position peaked at $243K in Q4 2018. 247 funds tracked by Wall St. Rank hold IBKR as of Q4 2019.

  • Oakbrook Investments reported no remaining Interactive Brokers position as of Q4 2019 after selling out during the quarter.
  • Oakbrook Investments sold 17,200 Interactive Brokers shares in Q4 2019, an estimated $231K.
  • Oakbrook Investments first reported a position in Interactive Brokers in Q4 2018 and held it in 4 quarters.
  • Oakbrook Investments's Interactive Brokers position peaked at $243K in Q4 2018.
  • 247 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2019.

Based on Oakbrook Investments's 13F filing for Q4 2019, filed 6 Feb 2020.