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Diversified Investment Strategies’s IBM IBM Stock Holding History

Diversified Investment Strategies’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
Q2 		– Sell
-10,733
Closed -$1.57M – 43
2018
Q1 		$1.57M Hold
10,733
– – 1.54% 17
2017
Q4 		$1.57M Sell
10,733
-522
-5% -$75.9K 1.43% 18
2017
Q3 		$1.56M Sell
11,255
-130
-1% -$18.1K 1.51% 18
2017
Q2 		$1.67M Buy
11,385
+1,570
+16% +$237K 1.61% 20
2017
Q1 		$1.63M Sell
9,815
-261
-3% -$43.8K 1.62% 20
2016
Q4 		$1.6M Sell
10,076
-51
-0.5% -$7.77K 1.67% 17
2016
Q3 		$1.54M Buy
10,127
+1
+0% +$152 1.51% 19
2016
Q2 		$1.47M Hold
10,126
– – 1.48% 20
2016
Q1 		$1.47M Sell
10,126
-313
-3% -$40K 1.54% 18
2015
Q4 		$1.37M Buy
10,439
+1,464
+16% +$197K 1.56% 17
2015
Q3 		$1.24M Buy
8,975
+37
+0.4% +$5.46K 1.49% 20
2015
Q2 		$1.39M Sell
8,938
-429
-5% -$69K 1.43% 20
2015
Q1 		$1.44M Buy
+9,367
New +$1.42M 1.42% 22

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diversified Investment Strategies's IBM Position: Q2 2018 in Review

Diversified Investment Strategies sold out of IBM (IBM) in Q2 2018, closing a stake of 10,733 shares — an estimated $1.57M sold.

Diversified Investment Strategies first reported a position in IBM in Q1 2015 and held it in 13 quarters. The position peaked at $1.67M in Q2 2017. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Diversified Investment Strategies reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
  • Diversified Investment Strategies sold 10,733 IBM shares in Q2 2018, an estimated $1.57M.
  • Diversified Investment Strategies first reported a position in IBM in Q1 2015 and held it in 13 quarters.
  • Diversified Investment Strategies's IBM position peaked at $1.67M in Q2 2017.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Diversified Investment Strategies's 13F filing for Q2 2018, filed 30 Jul 2018.