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Underhill Investment Management’s Interactive Brokers IBKR Stock Holding History

Underhill 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
2019
Q1 		$16.1M Sell
1,241,800
-20,000
-2% -$263K 8.52% 5
2018
Q4 		$17.2M Sell
1,261,800
-53,200
-4% -$710K 11.01% 1
2018
Q3 		$18.2M Sell
1,315,000
-10,500
-0.8% -$159K 8.92% 2
2018
Q2 		$21.3M Buy
1,325,500
+8,800
+0.7% +$159K 10.07% 1
2018
Q1 		$22.1M Buy
1,316,700
+104,300
+9% +$1.73M 10.72% 1
2017
Q4 		$17.9M Buy
1,212,400
+800
+0.1% +$10.9K 8.55% 3
2017
Q3 		$13.6M Buy
1,211,600
+16,400
+1% +$167K 7.39% 5
2017
Q2 		$11.2M Buy
1,195,200
+13,200
+1% +$117K 7.07% 7
2017
Q1 		$10.3M Buy
1,182,000
+399,200
+51% +$3.72M 6.57% 8
2016
Q4 		$7.14M Buy
782,800
+133,400
+21% +$1.21M 4.14% 14
2016
Q3 		$5.73M Buy
+649,400
New +$5.75M 3.17% 15

Other funds holding IBKR

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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

Underhill Investment Management's IBKR Position: Q1 2019 in Review

Underhill Investment Management reduced its Interactive Brokers (IBKR) stake by 1.6% in Q1 2019, selling an estimated $263K and leaving 1,241,800 shares worth $16.1M. The position accounts for 8.52% of the portfolio, ranked #5.

Underhill Investment Management first reported a position in IBKR in Q3 2016 and has held it in 11 quarters since. The position peaked at $22.1M in Q1 2018. 251 funds tracked by Wall St. Rank hold IBKR as of Q1 2019.

  • Underhill Investment Management held 1,241,800 shares of Interactive Brokers worth $16.1M as of Q1 2019.
  • Underhill Investment Management sold 20,000 Interactive Brokers shares in Q1 2019, an estimated $263K.
  • Interactive Brokers made up 8.52% of Underhill Investment Management's portfolio in Q1 2019, its #5 holding.
  • Underhill Investment Management first reported a position in Interactive Brokers in Q3 2016 and has held it in 11 quarters since.
  • Underhill Investment Management's Interactive Brokers position peaked at $22.1M in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.