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WFG Advisors’s Interactive Brokers IBKR Stock Holding History

WFG Advisors’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
2017
Q2 		$21K Buy
2,256
+172
+8% +$1.53K ﹤0.01% 944
2017
Q1 		$18K Sell
2,084
-172
-8% -$1.6K ﹤0.01% 908
2016
Q4 		$21K Buy
2,256
+184
+9% +$1.68K 0.01% 923
2016
Q3 		$18K Sell
2,072
-272
-12% -$2.41K ﹤0.01% 968
2016
Q2 		$21K Buy
2,344
+4
+0.2% +$38 0.01% 903
2016
Q1 		$23K Sell
2,340
-1,680
-42% -$14.8K 0.01% 851
2015
Q4 		$44K Buy
4,020
+176
+5% +$1.84K 0.01% 697
2015
Q3 		$38K Buy
3,844
+560
+17% +$5.76K 0.01% 723
2015
Q2 		$34K Buy
3,284
+228
+7% +$2.07K 0.01% 829
2015
Q1 		$26K Buy
+3,056
New +$24.3K 0.01% 914

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return