Piedmont Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Piedmont Investment Advisors’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
2020 Q2	–	Sell	-30,652	Closed	-$331K	–	326
2020 Q1	$331K	Buy	30,652 +1,736	+6%	+$21K	0.01%	566
2019 Q4	$337K	Sell	28,916 -4,016	-12%	-$47.1K	0.01%	694
2019 Q3	$443K	Sell	32,932 -2,112	-6%	-$26.3K	0.02%	572
2019 Q2	$475K	Buy	35,044 +7,116	+25%	+$96.5K	0.02%	566
2019 Q1	$362K	Buy	27,928 +508	+2%	+$6.68K	0.01%	706
2018 Q4	$375K	Buy	27,420 +7,956	+41%	+$106K	0.02%	598
2018 Q3	$269K	Buy	19,464 +19,456	+243,200%	+$295K	0.01%	835
2018 Q2	$0	Buy	+8	New	+$145	﹤0.01%	2888
2017 Q4	–	Sell	-62,268	Closed	-$701K	–	781
2017 Q3	$701K	Buy	62,268 +3,464	+6%	+$35.3K	0.01%	346
2017 Q2	$550K	Buy	+58,804	New	+$522K	0.01%	397

Other funds holding IBKR

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Piedmont Investment Advisors's IBKR Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Interactive Brokers (IBKR) in Q2 2020, closing a stake of 30,652 shares — an estimated $331K sold.

Piedmont Investment Advisors first reported a position in IBKR in Q2 2017 and held it in 10 quarters. The position peaked at $701K in Q3 2017. 252 funds tracked by Wall St. Rank hold IBKR as of Q2 2020.

Piedmont Investment Advisors reported no remaining Interactive Brokers position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 30,652 Interactive Brokers shares in Q2 2020, an estimated $331K.
Piedmont Investment Advisors first reported a position in Interactive Brokers in Q2 2017 and held it in 10 quarters.
Piedmont Investment Advisors's Interactive Brokers position peaked at $701K in Q3 2017.
252 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.