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Brick & Kyle Associates’s IBM IBM Stock Holding History

Brick & Kyle Associates’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
Q2 		– Sell
-1,501
Closed -$202K – 70
2019
Q1 		$202K Sell
1,501
-374
-20% -$47.7K 0.21% 64
2018
Q4 		$204K Buy
+1,875
New +$225K 0.19% 84
2018
Q2 		$278K Sell
2,085
-193
-8% -$26.9K 0.22% 81
2018
Q1 		$334K Hold
2,278
– – 0.27% 73
2017
Q4 		$334K Sell
2,278
-17
-0.7% -$2.47K 0.27% 74
2017
Q3 		$318K Hold
2,295
– – 0.26% 76
2017
Q2 		$338K Sell
2,295
-663
-22% -$100K 0.29% 70
2017
Q1 		$492K Sell
2,958
-86
-3% -$14.4K 0.38% 61
2016
Q4 		$483K Buy
3,044
+348
+13% +$53K 0.39% 60
2016
Q3 		$409K Hold
2,696
– – 0.33% 67
2016
Q2 		$391K Buy
2,696
+140
+5% +$20K 0.32% 68
2016
Q1 		$370K Buy
2,556
+418
+20% +$53.4K 0.32% 65
2015
Q4 		$281K Sell
2,138
-377
-15% -$50.6K 0.25% 74
2015
Q3 		$349K Buy
2,515
+89
+4% +$13.1K 0.33% 66
2015
Q2 		$377K Hold
2,426
– – 0.32% 70
2015
Q1 		$372K Buy
2,426
+105
+5% +$15.9K 0.32% 69
2014
Q4 		$356K Buy
+2,321
New +$369K 0.31% 72

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brick & Kyle Associates's IBM Position: Q2 2019 in Review

Brick & Kyle Associates sold out of IBM (IBM) in Q2 2019, closing a stake of 1,501 shares — an estimated $202K sold.

Brick & Kyle Associates first reported a position in IBM in Q4 2014 and held it in 17 quarters. The position peaked at $492K in Q1 2017. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

  • Brick & Kyle Associates reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
  • Brick & Kyle Associates sold 1,501 IBM shares in Q2 2019, an estimated $202K.
  • Brick & Kyle Associates first reported a position in IBM in Q4 2014 and held it in 17 quarters.
  • Brick & Kyle Associates's IBM position peaked at $492K in Q1 2017.
  • 1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Brick & Kyle Associates's 13F filing for Q2 2019, filed 17 Jul 2019.