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Family Capital Trust’s IBM IBM Stock Holding History

Family Capital Trust’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
-31
Closed -$4K – 76
2015
Q3 		$4K Hold
31
– – ﹤0.01% 83
2015
Q2 		$5K Sell
31
-147
-83% -$23.6K ﹤0.01% 106
2015
Q1 		$27K Sell
178
-20,436
-99% -$3.1M 0.01% 70
2014
Q4 		$3.16M Buy
20,614
+157
+0.8% +$25K 1.65% 20
2014
Q3 		$3.71M Sell
20,457
-266
-1% -$48.5K 2.04% 15
2014
Q2 		$3.59M Sell
20,723
-459
-2% -$82.6K 1.85% 19
2014
Q1 		$3.9M Hold
21,182
– – 2.11% 12
2013
Q4 		$3.8M Sell
21,182
-1,342
-6% -$231K 2.07% 13
2013
Q3 		$3.99M Sell
22,524
-313
-1% -$56.9K 2.4% 7
2013
Q2 		$4.17M Buy
+22,837
New +$4.45M 2.66% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Family Capital Trust's IBM Position: Q4 2015 in Review

Family Capital Trust sold out of IBM (IBM) in Q4 2015, closing a stake of 31 shares — an estimated $4K sold.

Family Capital Trust first reported a position in IBM in Q2 2013 and held it in 10 quarters. The position peaked at $4.17M in Q2 2013. 1,736 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • Family Capital Trust reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
  • Family Capital Trust sold 31 IBM shares in Q4 2015, an estimated $4K.
  • Family Capital Trust first reported a position in IBM in Q2 2013 and held it in 10 quarters.
  • Family Capital Trust's IBM position peaked at $4.17M in Q2 2013.
  • 1,736 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Family Capital Trust's 13F filing for Q4 2015, filed 28 Jan 2016.