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Bridgewater Wealth & Financial Management’s IBM IBM Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-1,492
Closed -$219K – 66
2017
Q2 		$219K Sell
1,492
-54
-3% -$8.14K 0.07% 108
2017
Q1 		$257K Sell
1,546
-373
-19% -$62.5K 0.09% 92
2016
Q4 		$305K Buy
1,919
+109
+6% +$16.6K 0.12% 79
2016
Q3 		$275K Buy
1,810
+6
+0.3% +$911 0.1% 84
2016
Q2 		$262K Sell
1,804
-52
-3% -$7.44K 0.09% 91
2016
Q1 		$269K Buy
+1,856
New +$237K 0.1% 90

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Bridgewater Wealth & Financial Management's IBM Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of IBM (IBM) in Q3 2017, closing a stake of 1,492 shares — an estimated $219K sold.

Bridgewater Wealth & Financial Management first reported a position in IBM in Q1 2016 and held it in 6 quarters. The position peaked at $305K in Q4 2016. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 1,492 IBM shares in Q3 2017, an estimated $219K.
  • Bridgewater Wealth & Financial Management first reported a position in IBM in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's IBM position peaked at $305K in Q4 2016.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.