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Espalier Global Management’s IBM IBM Stock Holding History

Espalier Global Management’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
-138,595
Closed -$18.2M – 77
2015
Q4 		$18.2M Buy
+138,595
New +$18.6M 4.67% 6
2014
Q4 		– Sell
-104,600
Closed -$19M – 100
2014
Q3 		$19M Hold
104,600
– – 1.01% 16
2014
Q2 		$18.1M Sell
104,600
-104,600
-50% -$18.8M 1.4% 17
2014
Q1 		$38.5M Buy
209,200
+104,600
+100% +$18.4M 2.15% 6
2013
Q4 		$18.8M Sell
104,600
-313,800
-75% -$54.1M 1.8% 13
2013
Q3 		$74.1M Buy
418,400
+104,600
+33% +$19M 7.86% 1
2013
Q2 		$57.3M Buy
+313,800
New +$61.1M 4.03% 4

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Espalier Global Management's IBM Position: Q4 2016 in Review

Espalier Global Management sold out of IBM (IBM) in Q4 2016, closing a stake of 26,150 shares — an estimated $3.97M sold.

Espalier Global Management first reported a position in IBM in Q3 2016 and held it in 1 quarter. The position peaked at $3.97M in Q3 2016. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Espalier Global Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
  • Espalier Global Management sold 26,150 IBM shares in Q4 2016, an estimated $3.97M.
  • Espalier Global Management first reported a position in IBM in Q3 2016 and held it in 1 quarter.
  • Espalier Global Management's IBM position peaked at $3.97M in Q3 2016.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Espalier Global Management's 13F filing for Q4 2016.