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Capital One Investing’s IBM IBM Stock Holding History

Capital One Investing’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 		$408K Sell
2,937
-1,345
-31% -$181K 0.09% 133
2019
Q2 		$565K Buy
4,282
+1,389
+48% +$182K 0.14% 107
2019
Q1 		$390K Sell
2,893
-130
-4% -$16.6K 0.1% 129
2018
Q4 		$329K Buy
+3,023
New +$363K 0.12% 107

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

Capital One Investing's IBM Position: Q3 2019 in Review

Capital One Investing reduced its IBM (IBM) stake by 31% in Q3 2019, selling an estimated $181K and leaving 2,937 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #133.

Capital One Investing first reported a position in IBM in Q4 2018 and has held it in 4 quarters since. The position peaked at $565K in Q2 2019. 1,961 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Capital One Investing held 2,937 shares of IBM worth $408K as of Q3 2019.
  • Capital One Investing sold 1,345 IBM shares in Q3 2019, an estimated $181K.
  • IBM made up 0.09% of Capital One Investing's portfolio in Q3 2019, its #133 holding.
  • Capital One Investing first reported a position in IBM in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's IBM position peaked at $565K in Q2 2019.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.