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Wealthspire Advisors (Maryland)’s Interactive Brokers IBKR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-480
Closed -$6K – 1160
2019
Q1 		$6K Sell
480
-436
-48% -$5.73K ﹤0.01% 1746
2018
Q4 		$13K Buy
916
+344
+60% +$4.59K ﹤0.01% 1372
2018
Q3 		$8K Hold
572
– – ﹤0.01% 1606
2018
Q2 		$9K Sell
572
-16
-3% -$290 ﹤0.01% 1583
2018
Q1 		$10K Sell
588
-188
-24% -$3.11K ﹤0.01% 1570
2017
Q4 		$11K Buy
776
+328
+73% +$4.47K ﹤0.01% 1547
2017
Q3 		$5K Sell
448
-1,112
-71% -$11.3K ﹤0.01% 1790
2017
Q2 		$15K Hold
1,560
– – ﹤0.01% 1362
2017
Q1 		$14K Sell
1,560
-236
-13% -$2.2K ﹤0.01% 1201
2016
Q4 		$16K Buy
1,796
+472
+36% +$4.3K ﹤0.01% 1084
2016
Q3 		$12K Buy
1,324
+1,200
+968% +$10.6K ﹤0.01% 1199
2016
Q2 		$1K Hold
124
– – ﹤0.01% 1608
2016
Q1 		$1K Hold
124
– – ﹤0.01% 1650
2015
Q4 		$1K Buy
+124
New +$1.29K ﹤0.01% 1624

Other funds holding IBKR

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
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
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBKR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Interactive Brokers (IBKR) in Q2 2019, closing a stake of 480 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in IBKR in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q4 2016. 250 funds tracked by Wall St. Rank hold IBKR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Interactive Brokers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 480 Interactive Brokers shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Interactive Brokers in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Interactive Brokers position peaked at $16K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.