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FDO Partners’s IBM IBM Stock Holding History

FDO Partners’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
2017
Q4 		– Sell
-12,953
Closed -$1.8M – 214
2017
Q3 		$1.8M Buy
12,953
+4,780
+58% +$666K 0.72% 44
2017
Q2 		$1.2M Buy
+8,173
New +$1.23M 0.26% 156
2016
Q3 		– Sell
-15,494
Closed -$2.25M – 227
2016
Q2 		$2.25M Buy
15,494
+10,061
+185% +$1.44M 1.22% 10
2016
Q1 		$787K Buy
5,433
+2,247
+71% +$287K 0.51% 71
2015
Q4 		$419K Buy
+3,186
New +$428K 0.24% 168

Other funds holding IBM

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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 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

FDO Partners's IBM Position: Q4 2017 in Review

FDO Partners sold out of IBM (IBM) in Q4 2017, closing a stake of 12,953 shares — an estimated $1.8M sold.

FDO Partners first reported a position in IBM in Q4 2015 and held it in 5 quarters. The position peaked at $2.25M in Q2 2016. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • FDO Partners reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 12,953 IBM shares in Q4 2017, an estimated $1.8M.
  • FDO Partners first reported a position in IBM in Q4 2015 and held it in 5 quarters.
  • FDO Partners's IBM position peaked at $2.25M in Q2 2016.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.