CFP
IBM icon

Cornerstone Financial Partners’s IBM IBM Stock Holding History

Cornerstone Financial Partners’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
Q4 		$796K Buy
5,422
+3,982
+277% +$579K 0.26% 69
2017
Q3 		$200K Hold
1,440
– – 0.08% 109
2017
Q2 		$212K Sell
1,440
-32
-2% -$4.82K 0.08% 114
2017
Q1 		$245K Sell
1,472
-372
-20% -$62.4K 0.08% 130
2016
Q4 		$294K Buy
1,844
+98
+6% +$14.9K 0.09% 132
2016
Q3 		$267K Sell
1,746
-44
-2% -$6.68K 0.09% 126
2016
Q2 		$261K Buy
1,790
+139
+8% +$19.9K 0.09% 139
2016
Q1 		$240K Sell
1,651
-4,080
-71% -$521K 0.09% 137
2015
Q4 		$753K Buy
+5,731
New +$770K 0.28% 89

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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 $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Financial Partners's IBM Position: Q4 2017 in Review

Cornerstone Financial Partners increased its IBM (IBM) stake by 277% in Q4 2017, buying an estimated $579K and bringing the position to 5,422 shares worth $796K. The position accounts for 0.26% of the portfolio, ranked #69.

Cornerstone Financial Partners first reported a position in IBM in Q4 2015 and has held it in 9 quarters since. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Cornerstone Financial Partners held 5,422 shares of IBM worth $796K as of Q4 2017.
  • Cornerstone Financial Partners bought 3,982 IBM shares in Q4 2017, an estimated $579K.
  • IBM made up 0.26% of Cornerstone Financial Partners's portfolio in Q4 2017, its #69 holding.
  • Cornerstone Financial Partners first reported a position in IBM in Q4 2015 and has held it in 9 quarters since.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.