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Sonora Investment Management’s Interactive Brokers IBKR Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-436
Closed -$4K – 954
2015
Q3 		$4K Buy
+436
New +$4.49K ﹤0.01% 807

Other funds holding IBKR

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Vanguard Group
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AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 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

Sonora Investment Management's IBKR Position: Q4 2015 in Review

Sonora Investment Management sold out of Interactive Brokers (IBKR) in Q4 2015, closing a stake of 436 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in IBKR in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 210 funds tracked by Wall St. Rank hold IBKR as of Q4 2015.

  • Sonora Investment Management reported no remaining Interactive Brokers position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 436 Interactive Brokers shares in Q4 2015, an estimated $4K.
  • Sonora Investment Management first reported a position in Interactive Brokers in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Interactive Brokers position peaked at $4K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.