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EisnerAmper Wealth Management Corporate Benefits’s IBM IBM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q4 		– Sell
-5,061
Closed -$701K – 49
2015
Q3 		$701K Buy
5,061
+840
+20% +$124K 0.49% 41
2015
Q2 		$656K Buy
+4,221
New +$678K 0.5% 31

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EisnerAmper Wealth Management Corporate Benefits's IBM Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of IBM (IBM) in Q4 2015, closing a stake of 5,061 shares — an estimated $701K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IBM in Q2 2015 and held it in 2 quarters. The position peaked at $701K in Q3 2015. 1,736 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 5,061 IBM shares in Q4 2015, an estimated $701K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in IBM in Q2 2015 and held it in 2 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's IBM position peaked at $701K in Q3 2015.
  • 1,736 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.