Fieldpoint Private Advisors’s IBM IBM Stock Holding History

Fieldpoint Private Advisors’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 Q2	–	Sell	-316	Closed	-$53K	–	47
2017 Q1	$53K	Buy	+316	New	+$53K	0.14%	67

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fieldpoint Private Advisors's IBM Position: Q2 2017 in Review

Fieldpoint Private Advisors sold out of IBM (IBM) in Q2 2017, closing a stake of 316 shares — an estimated $53K sold.

Fieldpoint Private Advisors first reported a position in IBM in Q1 2017 and held it in 1 quarter. The position peaked at $53K in Q1 2017. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

Fieldpoint Private Advisors reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
Fieldpoint Private Advisors sold 316 IBM shares in Q2 2017, an estimated $53K.
Fieldpoint Private Advisors first reported a position in IBM in Q1 2017 and held it in 1 quarter.
Fieldpoint Private Advisors's IBM position peaked at $53K in Q1 2017.
1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Fieldpoint Private Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.