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Curian Capital’s IBM IBM Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-15,355
Closed -$2.02M – 182
2015
Q4 		$2.02M Buy
15,355
+10,539
+219% +$1.42M 0.15% 148
2015
Q3 		$667K Sell
4,816
-1,791
-27% -$264K 0.02% 446
2015
Q2 		$1.03M Buy
6,607
+964
+17% +$155K 0.02% 453
2015
Q1 		$866K Buy
5,643
+630
+13% +$95.6K 0.01% 488
2014
Q4 		$769K Sell
5,013
-83
-2% -$13.2K 0.01% 504
2014
Q3 		$925K Buy
5,096
+481
+10% +$87.6K 0.02% 441
2014
Q2 		$800K Sell
4,615
-181
-4% -$32.6K 0.01% 476
2014
Q1 		$883K Buy
4,796
+581
+14% +$102K 0.02% 460
2013
Q4 		$756K Sell
4,215
-95
-2% -$16.4K 0.01% 462
2013
Q3 		$763K Buy
4,310
+79
+2% +$14.4K 0.01% 448
2013
Q2 		$773K Buy
+4,231
New +$824K 0.01% 433

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Curian Capital's IBM Position: Q1 2016 in Review

Curian Capital sold out of IBM (IBM) in Q1 2016, closing a stake of 15,355 shares — an estimated $2.02M sold.

Curian Capital first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $2.02M in Q4 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Curian Capital reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 15,355 IBM shares in Q1 2016, an estimated $2.02M.
  • Curian Capital first reported a position in IBM in Q2 2013 and held it in 11 quarters.
  • Curian Capital's IBM position peaked at $2.02M in Q4 2015.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.