CISOA
IBM icon

Capital Investment Services of America’s IBM IBM Stock Holding History

Capital Investment Services of America’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
2015
Q1 		– Sell
-1,743
Closed -$267K – 61
2014
Q4 		$267K Buy
+1,743
New +$277K 0.06% 56

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Investment Services of America's IBM Position: Q1 2015 in Review

Capital Investment Services of America sold out of IBM (IBM) in Q1 2015, closing a stake of 1,743 shares — an estimated $267K sold.

Capital Investment Services of America first reported a position in IBM in Q4 2014 and held it in 1 quarter. The position peaked at $267K in Q4 2014. 1,725 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

  • Capital Investment Services of America reported no remaining IBM position as of Q1 2015 after selling out during the quarter.
  • Capital Investment Services of America sold 1,743 IBM shares in Q1 2015, an estimated $267K.
  • Capital Investment Services of America first reported a position in IBM in Q4 2014 and held it in 1 quarter.
  • Capital Investment Services of America's IBM position peaked at $267K in Q4 2014.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Capital Investment Services of America's 13F filing for Q1 2015, filed 1 Apr 2015.