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Concert Wealth Management’s IBM IBM Stock Holding History

Concert Wealth 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
-2,170
Closed -$320K – 74
2017
Q2 		$320K Sell
2,170
-8,968
-81% -$1.35M 0.31% 95
2017
Q1 		$1.77M Sell
11,138
-285
-2% -$47.8K 0.4% 60
2016
Q4 		$1.81M Sell
11,423
-5,150
-31% -$784K 0.4% 55
2016
Q3 		$2.53M Buy
16,573
+511
+3% +$77.5K 0.31% 70
2016
Q2 		$2.33M Buy
16,062
+2,233
+16% +$320K 0.32% 69
2016
Q1 		$2M Buy
13,829
+564
+4% +$72K 0.27% 93
2015
Q4 		$1.75M Sell
13,265
-6,209
-32% -$834K 0.23% 108
2015
Q3 		$2.7M Buy
19,474
+1,806
+10% +$267K 0.37% 54
2015
Q2 		$2.74M Buy
17,668
+4,260
+32% +$685K 0.35% 55
2015
Q1 		$978K Buy
13,408
+497
+4% +$75.4K 0.28% 83
2014
Q4 		$1.98M Buy
12,911
+838
+7% +$133K 0.3% 80
2014
Q3 		$2.19M Sell
12,073
-46
-0.4% -$8.38K 0.3% 36
2014
Q2 		$2.06M Sell
12,119
-86
-0.7% -$15.5K 0.25% 45
2014
Q1 		$2.23M Sell
12,205
-3,481
-22% -$613K 0.28% 38
2013
Q4 		$2.82M Sell
15,686
-298
-2% -$51.4K 0.36% 23
2013
Q3 		$2.83M Sell
15,984
-1,592
-9% -$289K 0.4% 18
2013
Q2 		$3.22M Buy
+17,576
New +$3.42M 0.48% 16

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

Concert Wealth Management's IBM Position: Q3 2017 in Review

Concert Wealth Management sold out of IBM (IBM) in Q3 2017, closing a stake of 2,170 shares — an estimated $320K sold.

Concert Wealth Management first reported a position in IBM in Q2 2013 and held it in 17 quarters. The position peaked at $3.22M in Q2 2013. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Concert Wealth Management reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,170 IBM shares in Q3 2017, an estimated $320K.
  • Concert Wealth Management first reported a position in IBM in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's IBM position peaked at $3.22M in Q2 2013.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

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