Squar Milner Financial Services’s Interactive Brokers IBKR Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-13,652	Closed	-$147K	–	432
2020 Q1	$147K	Buy	13,652 +1,744	+15%	+$21.1K	0.09%	207
2019 Q4	$138K	Sell	11,908 -8,816	-43%	-$103K	0.07%	262
2019 Q3	$250K	Buy	20,724 +20,388	+6,068%	+$254K	0.13%	179
2019 Q2	$5K	Sell	336 -500	-60%	-$6.78K	﹤0.01%	595
2019 Q1	$10K	Buy	+836	New	+$11K	0.01%	519
2018 Q4	–	Sell	-880	Closed	-$12K	–	753
2018 Q3	$12K	Hold	880	–	–	0.01%	465
2018 Q2	$14K	Buy	+880	New	+$15.9K	0.01%	530

Other funds holding IBKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BCM

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Squar Milner Financial Services's IBKR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Interactive Brokers (IBKR) in Q2 2020, closing a stake of 13,652 shares — an estimated $147K sold.

Squar Milner Financial Services first reported a position in IBKR in Q2 2018 and held it in 7 quarters. The position peaked at $250K in Q3 2019. 252 funds tracked by Wall St. Rank hold IBKR as of Q2 2020.

Squar Milner Financial Services reported no remaining Interactive Brokers position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13,652 Interactive Brokers shares in Q2 2020, an estimated $147K.
Squar Milner Financial Services first reported a position in Interactive Brokers in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Interactive Brokers position peaked at $250K in Q3 2019.
252 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.