ACA
IBM icon

Anchor Capital Advisors’s IBM IBM Stock Holding History

Anchor Capital Advisors’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
2018
Q1 		– Sell
-1,526
Closed -$224K – 307
2017
Q4 		$224K Sell
1,526
-86
-5% -$12.5K 0.01% 260
2017
Q3 		$224K Sell
1,612
-15
-0.9% -$2.09K 0.01% 252
2017
Q2 		$239K Buy
1,627
+15
+0.9% +$2.26K 0.01% 250
2017
Q1 		$268K Sell
1,612
-458
-22% -$76.8K 0.01% 246
2016
Q4 		$329K Hold
2,070
– – 0.01% 233
2016
Q3 		$314K Buy
+2,070
New +$314K 0.01% 246
2015
Q4 		– Sell
-1,945
Closed -$270K – 300
2015
Q3 		$270K Buy
1,945
+38
+2% +$5.61K 0.01% 249
2015
Q2 		$297K Hold
1,907
– – 0.01% 253
2015
Q1 		$293K Buy
1,907
+1
+0.1% +$152 0.01% 263
2014
Q4 		$292K Sell
1,906
-57
-3% -$9.07K 0.01% 277
2014
Q3 		$356K Buy
1,963
+1
+0.1% +$182 0.01% 268
2014
Q2 		$340K Hold
1,962
– – 0.01% 270
2014
Q1 		$361K Buy
1,962
+1
+0.1% +$176 0.01% 262
2013
Q4 		$352K Sell
1,961
-419
-18% -$72.3K 0.01% 260
2013
Q3 		$421K Buy
2,380
+608
+34% +$111K 0.01% 244
2013
Q2 		$324K Buy
+1,772
New +$345K 0.01% 255

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Anchor Capital Advisors's IBM Position: Q1 2018 in Review

Anchor Capital Advisors sold out of IBM (IBM) in Q1 2018, closing a stake of 1,526 shares — an estimated $224K sold.

Anchor Capital Advisors first reported a position in IBM in Q2 2013 and held it in 16 quarters. The position peaked at $421K in Q3 2013. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Anchor Capital Advisors reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • Anchor Capital Advisors sold 1,526 IBM shares in Q1 2018, an estimated $224K.
  • Anchor Capital Advisors first reported a position in IBM in Q2 2013 and held it in 16 quarters.
  • Anchor Capital Advisors's IBM position peaked at $421K in Q3 2013.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Anchor Capital Advisors's 13F filing for Q1 2018, filed 9 May 2018.