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R&F Capital Advisors’s Interactive Brokers IBKR Stock Holding History

R&F Capital 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
2017
Q1 		– Sell
-29,816
Closed -$272K – 748
2016
Q4 		$272K Buy
+29,816
New +$271K 0.1% 332

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 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

R&F Capital Advisors's IBKR Position: Q1 2017 in Review

R&F Capital Advisors sold out of Interactive Brokers (IBKR) in Q1 2017, closing a stake of 29,816 shares — an estimated $272K sold.

R&F Capital Advisors first reported a position in IBKR in Q4 2016 and held it in 1 quarter. The position peaked at $272K in Q4 2016. 216 funds tracked by Wall St. Rank hold IBKR as of Q1 2017.

  • R&F Capital Advisors reported no remaining Interactive Brokers position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 29,816 Interactive Brokers shares in Q1 2017, an estimated $272K.
  • R&F Capital Advisors first reported a position in Interactive Brokers in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Interactive Brokers position peaked at $272K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.