CPP
IBM icon

Crow Point Partners’s IBM IBM Stock Holding History

Crow Point 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
Q2 		– Sell
-1,100
Closed -$183K – 249
2017
Q1 		$183K Buy
1,100
+777
+241% +$130K 0.03% 142
2016
Q4 		$51K Sell
323
-1,163
-78% -$177K 0.01% 204
2016
Q3 		$225K Buy
+1,486
New +$226K 0.04% 149
2015
Q3 		$30K Buy
214
+41
+24% +$6.05K ﹤0.01% 240
2015
Q2 		$27K Buy
173
+121
+233% +$19.4K ﹤0.01% 245
2015
Q1 		$8K Buy
+52
New +$7.89K ﹤0.01% 247
2014
Q3 		$15K Buy
+84
New +$15.3K ﹤0.01% 219

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Crow Point Partners's IBM Position: Q2 2017 in Review

Crow Point Partners sold out of IBM (IBM) in Q2 2017, closing a stake of 1,100 shares — an estimated $183K sold.

Crow Point Partners first reported a position in IBM in Q3 2014 and held it in 7 quarters. The position peaked at $225K in Q3 2016. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Crow Point Partners reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Crow Point Partners sold 1,100 IBM shares in Q2 2017, an estimated $183K.
  • Crow Point Partners first reported a position in IBM in Q3 2014 and held it in 7 quarters.
  • Crow Point Partners's IBM position peaked at $225K in Q3 2016.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.