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American Economic Planning Group’s IBM IBM Stock Holding History

American Economic Planning Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$317K Sell
2,307
-33
-1% -$4.45K 0.09% 62
2019
Q2 		$309K Sell
2,340
-111
-5% -$14.6K 0.09% 60
2019
Q1 		$331K Hold
2,451
– – 0.1% 59
2018
Q4 		$266K Sell
2,451
-15
-0.6% -$1.8K 0.09% 62
2018
Q3 		$357K Buy
2,466
+11
+0.4% +$1.54K 0.13% 43
2018
Q2 		$328K Sell
2,455
-511
-17% -$71.3K 0.12% 52
2018
Q1 		$435K Buy
2,966
+54
+2% +$8.17K 0.16% 49
2017
Q4 		$427K Sell
2,912
-53
-2% -$7.71K 0.16% 47
2017
Q3 		$411K Buy
2,965
+11
+0.4% +$1.53K 0.15% 45
2017
Q2 		$434K Buy
2,954
+4
+0.1% +$603 0.17% 43
2017
Q1 		$491K Sell
2,950
-114
-4% -$19.1K 0.2% 34
2016
Q4 		$486K Buy
3,064
+771
+34% +$117K 0.21% 30
2016
Q3 		$349K Buy
2,293
+4
+0.2% +$607 0.14% 35
2016
Q2 		$332K Buy
2,289
+200
+10% +$28.6K 0.13% 36
2016
Q1 		$302K Buy
2,089
+4
+0.2% +$511 0.12% 39
2015
Q4 		$274K Sell
2,085
-5
-0.2% -$672 0.11% 43
2015
Q3 		$290K Sell
2,090
-209
-9% -$30.9K 0.13% 34
2015
Q2 		$358K Sell
2,299
-69
-3% -$11.1K 0.15% 28
2015
Q1 		$363K Buy
2,368
+3
+0.1% +$455 0.14% 28
2014
Q4 		$363K Buy
2,365
+4
+0.2% +$636 0.14% 26
2014
Q3 		$428K Sell
2,361
-29
-1% -$5.28K 0.17% 25
2014
Q2 		$414K Buy
+2,390
New +$430K 0.15% 25

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Economic Planning Group's IBM Position: Q3 2019 in Review

American Economic Planning Group reduced its IBM (IBM) stake by 1.4% in Q3 2019, selling an estimated $4.45K and leaving 2,307 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #62.

American Economic Planning Group first reported a position in IBM in Q2 2014 and has held it in 22 quarters since. The position peaked at $491K in Q1 2017. 1,961 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • American Economic Planning Group held 2,307 shares of IBM worth $317K as of Q3 2019.
  • American Economic Planning Group sold 33 IBM shares in Q3 2019, an estimated $4.45K.
  • IBM made up 0.09% of American Economic Planning Group's portfolio in Q3 2019, its #62 holding.
  • American Economic Planning Group first reported a position in IBM in Q2 2014 and has held it in 22 quarters since.
  • American Economic Planning Group's IBM position peaked at $491K in Q1 2017.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.