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Cetera Investment Management’s IBM IBM Stock Holding History

Cetera Investment 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
-3,506
Closed -$519K – 32
2017
Q2 		$519K Sell
3,506
-633
-15% -$95.4K 0.66% 43
2017
Q1 		$689K Sell
4,139
-3,421
-45% -$574K 0.79% 34
2016
Q4 		$1.2M Sell
7,560
-1,061
-12% -$162K 0.9% 30
2016
Q3 		$1.31M Sell
8,621
-1,400
-14% -$212K 0.84% 32
2016
Q2 		$1.45M Sell
10,021
-970
-9% -$139K 0.86% 34
2016
Q1 		$1.59M Sell
10,991
-179
-2% -$22.9K 0.82% 32
2015
Q4 		$1.49M Buy
+11,170
New +$1.5M 0.6% 61

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

Cetera Investment Management's IBM Position: Q3 2017 in Review

Cetera Investment Management sold out of IBM (IBM) in Q3 2017, closing a stake of 3,506 shares — an estimated $519K sold.

Cetera Investment Management first reported a position in IBM in Q4 2015 and held it in 7 quarters. The position peaked at $1.59M in Q1 2016. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Cetera Investment Management reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 3,506 IBM shares in Q3 2017, an estimated $519K.
  • Cetera Investment Management first reported a position in IBM in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's IBM position peaked at $1.59M in Q1 2016.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.