SIC
IBKR icon

Salem Investment Counselors’s Interactive Brokers IBKR Stock Holding History

Salem Investment Counselors’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
-300
Closed -$3K – 595
2016
Q4 		$3K Buy
+300
New +$2.73K ﹤0.01% 577

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $481B AUM 30.42% 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 $39.1B AUM 28.69% 1-Year Est. Return

Salem Investment Counselors's IBKR Position: Q1 2017 in Review

Salem Investment Counselors sold out of Interactive Brokers (IBKR) in Q1 2017, closing a stake of 300 shares — an estimated $3K sold.

Salem Investment Counselors first reported a position in IBKR in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 216 funds tracked by Wall St. Rank hold IBKR as of Q1 2017.

  • Salem Investment Counselors reported no remaining Interactive Brokers position as of Q1 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 300 Interactive Brokers shares in Q1 2017, an estimated $3K.
  • Salem Investment Counselors first reported a position in Interactive Brokers in Q4 2016 and held it in 1 quarter.
  • Salem Investment Counselors's Interactive Brokers position peaked at $3K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.