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WT Asset Management’s Interactive Brokers IBKR Stock Holding History

WT Asset 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 		– Sell
-40,000
Closed -$547K – 26
2018
Q4 		$547K Buy
+40,000
New +$533K 0.32% 20

Other funds holding IBKR

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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

WT Asset Management's IBKR Position: Q1 2019 in Review

WT Asset Management sold out of Interactive Brokers (IBKR) in Q1 2019, closing a stake of 40,000 shares — an estimated $547K sold.

WT Asset Management first reported a position in IBKR in Q4 2018 and held it in 1 quarter. The position peaked at $547K in Q4 2018. 251 funds tracked by Wall St. Rank hold IBKR as of Q1 2019.

  • WT Asset Management reported no remaining Interactive Brokers position as of Q1 2019 after selling out during the quarter.
  • WT Asset Management sold 40,000 Interactive Brokers shares in Q1 2019, an estimated $547K.
  • WT Asset Management first reported a position in Interactive Brokers in Q4 2018 and held it in 1 quarter.
  • WT Asset Management's Interactive Brokers position peaked at $547K in Q4 2018.
  • 251 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2019.

Based on WT Asset Management's 13F filing for Q1 2019, filed 27 Jun 2019.