SeaCrest Wealth Management’s Interactive Brokers IBKR Stock Holding History

SeaCrest Wealth Management’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
2018 Q4	–	Sell	-1,840	Closed	-$25K	–	2212
2018 Q3	$25K	Buy	1,840 +100	+6%	+$1.52K	﹤0.01%	1291
2018 Q2	$28K	Hold	1,740	–	–	0.01%	1215
2018 Q1	$29K	Hold	1,740	–	–	0.01%	1183
2017 Q4	$26K	Buy	+1,740	New	+$23.7K	﹤0.01%	1228

Other funds holding IBKR

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's IBKR Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Interactive Brokers (IBKR) in Q4 2018, closing a stake of 1,840 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in IBKR in Q4 2017 and held it in 4 quarters. The position peaked at $29K in Q1 2018. 249 funds tracked by Wall St. Rank hold IBKR as of Q4 2018.

SeaCrest Wealth Management reported no remaining Interactive Brokers position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 1,840 Interactive Brokers shares in Q4 2018, an estimated $25K.
SeaCrest Wealth Management first reported a position in Interactive Brokers in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's Interactive Brokers position peaked at $29K in Q1 2018.
249 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.