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Piershale Financial Group’s Interactive Brokers IBKR Stock Holding History

Piershale Financial Group’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
2016
Q4 		– Sell
-1,200
Closed -$11K – 68
2016
Q3 		$11K Buy
1,200
+800
+200% +$7.08K 0.01% 84
2016
Q2 		$4K Hold
400
– – ﹤0.01% 111
2016
Q1 		$4K Hold
400
– – ﹤0.01% 108
2015
Q4 		$4K Hold
400
– – ﹤0.01% 152
2015
Q3 		$4K Buy
+400
New +$4.12K ﹤0.01% 99
2015
Q2 		– Sell
-400
Closed -$3K – 120
2015
Q1 		$3K Buy
+400
New +$3.18K ﹤0.01% 106

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Piershale Financial Group's IBKR Position: Q4 2016 in Review

Piershale Financial Group sold out of Interactive Brokers (IBKR) in Q4 2016, closing a stake of 1,200 shares — an estimated $11K sold.

Piershale Financial Group first reported a position in IBKR in Q1 2015 and held it in 6 quarters. The position peaked at $11K in Q3 2016. 217 funds tracked by Wall St. Rank hold IBKR as of Q4 2016.

  • Piershale Financial Group reported no remaining Interactive Brokers position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 1,200 Interactive Brokers shares in Q4 2016, an estimated $11K.
  • Piershale Financial Group first reported a position in Interactive Brokers in Q1 2015 and held it in 6 quarters.
  • Piershale Financial Group's Interactive Brokers position peaked at $11K in Q3 2016.
  • 217 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.