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CT Financial Advisors’s IBM IBM Stock Holding History

CT Financial Advisors’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
Q1 		$290K Hold
1,741
– – 0.18% 122
2016
Q4 		$276K Buy
1,741
+89
+5% +$13.6K 0.18% 122
2016
Q3 		$251K Sell
1,652
-22
-1% -$3.34K 0.15% 126
2016
Q2 		$243K Sell
1,674
-418
-20% -$59.8K 0.15% 127
2016
Q1 		$303K Buy
2,092
+106
+5% +$13.5K 0.17% 111
2015
Q4 		$261K Buy
1,986
+157
+9% +$21.1K 0.15% 120
2015
Q3 		$254K Sell
1,829
-7
-0.4% -$1.03K 0.16% 115
2015
Q2 		$285K Hold
1,836
– – 0.16% 114
2015
Q1 		$282K Sell
1,836
-47
-2% -$7.13K 0.16% 118
2014
Q4 		$289K Buy
+1,883
New +$300K 0.22% 89
2014
Q1 		$282K Buy
+1,836
New +$323K 0.16% 118

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CT Financial Advisors's IBM Position: Q1 2017 in Review

CT Financial Advisors held its IBM (IBM) position steady in Q1 2017 at 1,741 shares worth $290K. The position accounts for 0.18% of the portfolio, ranked #122.

CT Financial Advisors first reported a position in IBM in Q1 2014 and has held it in 11 quarters since. The position peaked at $303K in Q1 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • CT Financial Advisors held 1,741 shares of IBM worth $290K as of Q1 2017.
  • CT Financial Advisors left its IBM share count unchanged in Q1 2017.
  • IBM made up 0.18% of CT Financial Advisors's portfolio in Q1 2017, its #122 holding.
  • CT Financial Advisors first reported a position in IBM in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's IBM position peaked at $303K in Q1 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.