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Boston Advisors’s IBM IBM Stock Holding History

Boston 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
2019
Q3 		$1.43M Buy
10,304
+711
+7% +$95.9K 0.07% 320
2019
Q2 		$1.26M Buy
9,593
+675
+8% +$88.7K 0.07% 304
2019
Q1 		$1.2M Sell
8,918
-105
-1% -$13.4K 0.06% 309
2018
Q4 		$981K Sell
9,023
-2,249
-20% -$270K 0.06% 314
2018
Q3 		$1.63M Sell
11,272
-2,291
-17% -$320K 0.07% 307
2018
Q2 		$1.81M Buy
13,563
+2,618
+24% +$365K 0.05% 288
2018
Q1 		$1.61M Sell
10,945
-295
-3% -$44.6K 0.04% 297
2017
Q4 		$1.65M Sell
11,240
-214
-2% -$31.1K 0.04% 300
2017
Q3 		$1.59M Sell
11,454
-3,403
-23% -$474K 0.04% 307
2017
Q2 		$2.19M Sell
14,857
-9,741
-40% -$1.47M 0.05% 291
2017
Q1 		$4.09M Sell
24,598
-4,957
-17% -$831K 0.1% 239
2016
Q4 		$4.69M Buy
29,555
+869
+3% +$132K 0.11% 220
2016
Q3 		$4.36M Buy
28,686
+3,364
+13% +$510K 0.11% 217
2016
Q2 		$3.67M Buy
25,322
+5,503
+28% +$788K 0.09% 238
2016
Q1 		$2.87M Sell
19,819
-617
-3% -$78.8K 0.07% 241
2015
Q4 		$2.69M Sell
20,436
-62,839
-75% -$8.44M 0.06% 246
2015
Q3 		$11.5M Buy
83,275
+60,670
+268% +$8.96M 0.43% 63
2015
Q2 		$3.52M Sell
22,605
-1,047
-4% -$168K 0.15% 166
2015
Q1 		$3.63M Sell
23,652
-18,121
-43% -$2.75M 0.14% 173
2014
Q4 		$6.41M Sell
41,773
-14,021
-25% -$2.23M 0.27% 108
2014
Q3 		$10.1M Sell
55,794
-2,971
-5% -$541K 0.43% 79
2014
Q2 		$10.2M Sell
58,765
-15,093
-20% -$2.72M 0.44% 72
2014
Q1 		$13.6M Buy
73,858
+15,811
+27% +$2.78M 0.61% 52
2013
Q4 		$10.4M Sell
58,047
-16,283
-22% -$2.81M 0.5% 66
2013
Q3 		$13.2M Sell
74,330
-5,590
-7% -$1.02M 0.7% 46
2013
Q2 		$14.6M Buy
+79,920
New +$15.6M 0.7% 48

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

Boston Advisors's IBM Position: Q3 2019 in Review

Boston Advisors increased its IBM (IBM) stake by 7.4% in Q3 2019, buying an estimated $95.9K and bringing the position to 10,304 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #320.

Boston Advisors first reported a position in IBM in Q2 2013 and has held it in 26 quarters since. The position peaked at $14.6M in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Boston Advisors held 10,304 shares of IBM worth $1.43M as of Q3 2019.
  • Boston Advisors bought 711 IBM shares in Q3 2019, an estimated $95.9K.
  • IBM made up 0.07% of Boston Advisors's portfolio in Q3 2019, its #320 holding.
  • Boston Advisors first reported a position in IBM in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's IBM position peaked at $14.6M in Q2 2013.
  • 1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.