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Autus Asset Management’s IBM IBM Stock Holding History

Autus Asset Management’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
Q1 		– Sell
-2,674
Closed -$291K – 153
2018
Q4 		$291K Sell
2,674
-502
-16% -$60.3K 0.06% 123
2018
Q3 		$459K Sell
3,176
-26
-0.8% -$3.63K 0.08% 114
2018
Q2 		$428K Buy
3,202
+16
+0.5% +$2.23K 0.08% 115
2018
Q1 		$467K Sell
3,186
-890
-22% -$135K 0.08% 111
2017
Q4 		$598K Sell
4,076
-18
-0.4% -$2.62K 0.11% 109
2017
Q3 		$568K Buy
4,094
+952
+30% +$133K 0.11% 112
2017
Q2 		$462K Sell
3,142
-230
-7% -$34.7K 0.09% 121
2017
Q1 		$561K Buy
3,372
+392
+13% +$65.7K 0.12% 115
2016
Q4 		$473K Sell
2,980
-333
-10% -$50.7K 0.1% 116
2016
Q3 		$503K Sell
3,313
-36
-1% -$5.46K 0.11% 114
2016
Q2 		$486K Sell
3,349
-220
-6% -$31.5K 0.11% 119
2016
Q1 		$517K Sell
3,569
-1,135
-24% -$145K 0.13% 113
2015
Q4 		$619K Buy
+4,704
New +$632K 0.16% 105
2015
Q3 		– Sell
-1,525
Closed -$238K – 133
2015
Q2 		$238K Sell
1,525
-37
-2% -$5.95K 0.07% 127
2015
Q1 		$240K Sell
1,562
-68
-4% -$10.3K 0.07% 124
2014
Q4 		$250K Sell
1,630
-57
-3% -$9.07K 0.08% 109
2014
Q3 		$306K Sell
1,687
-109
-6% -$19.9K 0.1% 96
2014
Q2 		$311K Buy
1,796
+264
+17% +$47.5K 0.11% 98
2014
Q1 		$282K Sell
1,532
-1,743
-53% -$307K 0.11% 100
2013
Q4 		$587K Sell
3,275
-345
-10% -$59.5K 0.23% 71
2013
Q3 		$641K Sell
3,620
-240
-6% -$43.6K 0.27% 66
2013
Q2 		$705K Buy
+3,860
New +$752K 0.32% 64

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Autus Asset Management's IBM Position: Q1 2019 in Review

Autus Asset Management sold out of IBM (IBM) in Q1 2019, closing a stake of 2,674 shares — an estimated $291K sold.

Autus Asset Management first reported a position in IBM in Q2 2013 and held it in 22 quarters. The position peaked at $705K in Q2 2013. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Autus Asset Management reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Autus Asset Management sold 2,674 IBM shares in Q1 2019, an estimated $291K.
  • Autus Asset Management first reported a position in IBM in Q2 2013 and held it in 22 quarters.
  • Autus Asset Management's IBM position peaked at $705K in Q2 2013.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Autus Asset Management's 13F filing for Q1 2019, filed 16 Apr 2019.