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Winslow Evans & Crocker’s Interactive Brokers IBKR Stock Holding History

Winslow Evans & Crocker’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
2018
Q2 		– Sell
-20,200
Closed -$340K – 1143
2018
Q1 		$340K Buy
+20,200
New +$334K 0.11% 186

Other funds holding IBKR

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Winslow Evans & Crocker's IBKR Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of Interactive Brokers (IBKR) in Q2 2018, closing a stake of 20,200 shares — an estimated $340K sold.

Winslow Evans & Crocker first reported a position in IBKR in Q1 2018 and held it in 1 quarter. The position peaked at $340K in Q1 2018. 292 funds tracked by Wall St. Rank hold IBKR as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining Interactive Brokers position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 20,200 Interactive Brokers shares in Q2 2018, an estimated $340K.
  • Winslow Evans & Crocker first reported a position in Interactive Brokers in Q1 2018 and held it in 1 quarter.
  • Winslow Evans & Crocker's Interactive Brokers position peaked at $340K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.