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Perpetual Ltd’s Interactive Brokers IBKR Stock Holding History

Perpetual Ltd’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
-24,000
Closed -$322K – 170
2019
Q3 		$322K Hold
24,000
– – 0.05% 123
2019
Q2 		$327K Buy
+24,000
New +$325K 0.05% 120

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

Perpetual Ltd's IBKR Position: Q4 2019 in Review

Perpetual Ltd sold out of Interactive Brokers (IBKR) in Q4 2019, closing a stake of 24,000 shares — an estimated $322K sold.

Perpetual Ltd first reported a position in IBKR in Q2 2019 and held it in 2 quarters. The position peaked at $327K in Q2 2019. 247 funds tracked by Wall St. Rank hold IBKR as of Q4 2019.

  • Perpetual Ltd reported no remaining Interactive Brokers position as of Q4 2019 after selling out during the quarter.
  • Perpetual Ltd sold 24,000 Interactive Brokers shares in Q4 2019, an estimated $322K.
  • Perpetual Ltd first reported a position in Interactive Brokers in Q2 2019 and held it in 2 quarters.
  • Perpetual Ltd's Interactive Brokers position peaked at $327K in Q2 2019.
  • 247 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2019.

Based on Perpetual Ltd's 13F filing for Q4 2019, filed 12 Feb 2020.