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Woodmont Investment Counsel’s Interactive Brokers IBKR Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-260
Closed -$2K – 390
2016
Q3 		$2K Buy
+260
New +$2.3K ﹤0.01% 648

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Woodmont Investment Counsel's IBKR Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Interactive Brokers (IBKR) in Q4 2016, closing a stake of 260 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in IBKR in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 217 funds tracked by Wall St. Rank hold IBKR as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Interactive Brokers position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 260 Interactive Brokers shares in Q4 2016, an estimated $2K.
  • Woodmont Investment Counsel first reported a position in Interactive Brokers in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Interactive Brokers position peaked at $2K in Q3 2016.
  • 217 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.