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Delphi Private Advisors’s IBM IBM Stock Holding History

Delphi Private 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
2018
Q1 		– Sell
-15
Closed -$2K – 101
2017
Q4 		$2K Sell
15
-26
-63% -$3.78K ﹤0.01% 124
2017
Q3 		$6K Hold
41
– – 0.02% 68
2017
Q2 		$6K Hold
41
– – 0.01% 93
2017
Q1 		$7K Sell
41
-108
-72% -$18.1K 0.01% 74
2016
Q4 		$24K Sell
149
-41
-22% -$6.25K 0.04% 69
2016
Q3 		$29K Sell
190
-12
-6% -$1.82K 0.05% 52
2016
Q2 		$29K Sell
202
-102
-34% -$14.6K 0.05% 64
2016
Q1 		$44K Sell
304
-36
-11% -$4.6K 0.08% 49
2015
Q4 		$45K Buy
+340
New +$45.7K 0.08% 56

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Delphi Private Advisors's IBM Position: Q1 2018 in Review

Delphi Private Advisors sold out of IBM (IBM) in Q1 2018, closing a stake of 15 shares — an estimated $2K sold.

Delphi Private Advisors first reported a position in IBM in Q4 2015 and held it in 9 quarters. The position peaked at $45K in Q4 2015. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Delphi Private Advisors reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • Delphi Private Advisors sold 15 IBM shares in Q1 2018, an estimated $2K.
  • Delphi Private Advisors first reported a position in IBM in Q4 2015 and held it in 9 quarters.
  • Delphi Private Advisors's IBM position peaked at $45K in Q4 2015.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.