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Bellwether Investment Group’s IBM IBM Stock Holding History

Bellwether Investment 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
2017
Q4 		$272K Sell
1,858
-1
-0.1% -$145 1.09% 33
2017
Q3 		$258K Sell
1,859
-36
-2% -$5.01K 1.21% 36
2017
Q2 		$279K Hold
1,895
– – 1.29% 36
2017
Q1 		$316K Sell
1,895
-1,334
-41% -$224K 0.83% 26
2016
Q4 		$512K Buy
+3,229
New +$492K 0.46% 51
2016
Q2 		$449K Buy
+3,091
New +$442K 0.49% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's IBM Position: Q4 2017 in Review

Bellwether Investment Group reduced its IBM (IBM) stake by 0.05% in Q4 2017, selling an estimated $145 and leaving 1,858 shares worth $272K. The position accounts for 1.09% of the portfolio, ranked #33.

Bellwether Investment Group first reported a position in IBM in Q2 2016 and has held it in 6 quarters since. The position peaked at $512K in Q4 2016. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Bellwether Investment Group held 1,858 shares of IBM worth $272K as of Q4 2017.
  • Bellwether Investment Group sold 1 IBM share in Q4 2017, an estimated $145.
  • IBM made up 1.09% of Bellwether Investment Group's portfolio in Q4 2017, its #33 holding.
  • Bellwether Investment Group first reported a position in IBM in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's IBM position peaked at $512K in Q4 2016.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.