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RPg Family Wealth Advisory’s Interactive Brokers IBKR Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-800
Closed -$10.9K – 302
2018
Q4 		$10.9K Hold
800
– – 0.01% 220
2018
Q3 		$11.1K Buy
+800
New +$12.1K 0.01% 243

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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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RPg Family Wealth Advisory's IBKR Position: Q1 2019 in Review

RPg Family Wealth Advisory sold out of Interactive Brokers (IBKR) in Q1 2019, closing a stake of 800 shares — an estimated $10.9K sold.

RPg Family Wealth Advisory first reported a position in IBKR in Q3 2018 and held it in 2 quarters. The position peaked at $11.1K in Q3 2018. 251 funds tracked by Wall St. Rank hold IBKR as of Q1 2019.

  • RPg Family Wealth Advisory reported no remaining Interactive Brokers position as of Q1 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 800 Interactive Brokers shares in Q1 2019, an estimated $10.9K.
  • RPg Family Wealth Advisory first reported a position in Interactive Brokers in Q3 2018 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Interactive Brokers position peaked at $11.1K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2019, filed 14 May 2019.