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Paulson Wealth Management’s Interactive Brokers IBKR Stock Holding History

Paulson Wealth 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
Q1 		– Sell
-172
Closed -$3K – 291
2017
Q4 		$3K Buy
+172
New +$2.35K ﹤0.01% 514

Other funds holding IBKR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $15.1B AUM 23.54% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paulson Wealth Management's IBKR Position: Q1 2018 in Review

Paulson Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2018, closing a stake of 172 shares — an estimated $3K sold.

Paulson Wealth Management first reported a position in IBKR in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 268 funds tracked by Wall St. Rank hold IBKR as of Q1 2018.

  • Paulson Wealth Management reported no remaining Interactive Brokers position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 172 Interactive Brokers shares in Q1 2018, an estimated $3K.
  • Paulson Wealth Management first reported a position in Interactive Brokers in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Interactive Brokers position peaked at $3K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.