BancorpSouth’s IBM IBM Stock Holding History

BancorpSouth’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
2017 Q3	$3.06M	Buy	22,030 +191	+0.9%	+$26.6K	0.3%	46
2017 Q2	$3.21M	Buy	21,839 +642	+3%	+$96.8K	0.33%	43
2017 Q1	$3.53M	Buy	21,197 +616	+3%	+$103K	0.37%	33
2016 Q4	$3.27M	Buy	20,581 +1,852	+10%	+$282K	0.36%	35
2016 Q3	$2.84M	Buy	18,729 +393	+2%	+$59.6K	0.31%	42
2016 Q2	$2.66M	Buy	18,336 +1,210	+7%	+$173K	0.3%	46
2016 Q1	$2.48M	Buy	17,126 +1,344	+9%	+$172K	0.3%	46
2015 Q4	$2.08M	Buy	15,782 +2,084	+15%	+$280K	0.26%	52
2015 Q3	$1.9M	Buy	13,698 +397	+3%	+$58.6K	0.24%	52
2015 Q2	$2.07M	Buy	13,301 +948	+8%	+$152K	0.23%	53
2015 Q1	$1.9M	Buy	12,353 +1,173	+10%	+$178K	0.2%	49
2014 Q4	$1.72M	Buy	11,180 +2,900	+35%	+$461K	0.19%	52
2014 Q3	$1.5M	Buy	8,280 +876	+12%	+$160K	0.16%	58
2014 Q2	$1.28M	Buy	7,404 +952	+15%	+$171K	0.13%	65
2014 Q1	$1.19M	Buy	6,452 +1,486	+30%	+$262K	0.13%	68
2013 Q4	$891K	Buy	4,966 +2,259	+83%	+$390K	0.1%	81
2013 Q3	$479K	Sell	2,707 -38	-1%	-$6.91K	0.06%	139
2013 Q2	$501K	Buy	+2,745	New	+$535K	0.06%	124

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BancorpSouth's IBM Position: Q3 2017 in Review

BancorpSouth increased its IBM (IBM) stake by 0.87% in Q3 2017, buying an estimated $26.6K and bringing the position to 22,030 shares worth $3.06M. The position accounts for 0.3% of the portfolio, ranked #46.

BancorpSouth first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.53M in Q1 2017. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

BancorpSouth held 22,030 shares of IBM worth $3.06M as of Q3 2017.
BancorpSouth bought 191 IBM shares in Q3 2017, an estimated $26.6K.
IBM made up 0.3% of BancorpSouth's portfolio in Q3 2017, its #46 holding.
BancorpSouth first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
BancorpSouth's IBM position peaked at $3.53M in Q1 2017.
1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.