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Financial & Investment Management Group’s IBM IBM Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		– Sell
-2,203
Closed -$319K – 129
2018
Q3 		$319K Buy
2,203
+18
+0.8% +$2.52K 0.11% 88
2018
Q2 		$292K Buy
2,185
+6
+0.3% +$837 0.09% 87
2018
Q1 		$320K Buy
2,179
+16
+0.7% +$2.42K 0.1% 81
2017
Q4 		$317K Buy
2,163
+16
+0.7% +$2.33K 0.11% 69
2017
Q3 		$298K Buy
2,147
+83
+4% +$11.6K 0.1% 74
2017
Q2 		$303K Buy
2,064
+16
+0.8% +$2.41K 0.11% 68
2017
Q1 		$341K Buy
2,048
+12
+0.6% +$2.01K 0.12% 74
2016
Q4 		$323K Buy
2,036
+13
+0.6% +$1.98K 0.12% 80
2016
Q3 		$307K Buy
2,023
+14
+0.7% +$2.13K 0.1% 84
2016
Q2 		$292K Buy
2,009
+14
+0.7% +$2K 0.09% 84
2016
Q1 		$289K Sell
1,995
-158
-7% -$20.2K 0.08% 88
2015
Q4 		$283K Buy
2,153
+15
+0.7% +$2.02K 0.08% 97
2015
Q3 		$296K Buy
2,138
+357
+20% +$52.7K 0.08% 104
2015
Q2 		$277K Buy
1,781
+9
+0.5% +$1.45K 0.07% 114
2015
Q1 		$272K Buy
+1,772
New +$269K 0.07% 114

Other funds holding IBM

Vanguard Group
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial & Investment Management Group's IBM Position: Q4 2018 in Review

Financial & Investment Management Group sold out of IBM (IBM) in Q4 2018, closing a stake of 2,203 shares — an estimated $319K sold.

Financial & Investment Management Group first reported a position in IBM in Q1 2015 and held it in 15 quarters. The position peaked at $341K in Q1 2017. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Financial & Investment Management Group reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Financial & Investment Management Group sold 2,203 IBM shares in Q4 2018, an estimated $319K.
  • Financial & Investment Management Group first reported a position in IBM in Q1 2015 and held it in 15 quarters.
  • Financial & Investment Management Group's IBM position peaked at $341K in Q1 2017.
  • 1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.