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FinTrust Investment Advisory Services’s IBM IBM Stock Holding History

FinTrust Investment Advisory Services’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
2013
Q3 		$294K Buy
1,663
+88
+6% +$16K 0.6% 44
2013
Q2 		$288K Buy
+1,575
New +$307K 0.49% 50

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Vanguard Group
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BIT
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FinTrust Investment Advisory Services's IBM Position: Q3 2013 in Review

FinTrust Investment Advisory Services increased its IBM (IBM) stake by 5.6% in Q3 2013, buying an estimated $16K and bringing the position to 1,663 shares worth $294K. The position accounts for 0.6% of the portfolio, ranked #44.

FinTrust Investment Advisory Services first reported a position in IBM in Q2 2013 and has held it in 2 quarters since. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

  • FinTrust Investment Advisory Services held 1,663 shares of IBM worth $294K as of Q3 2013.
  • FinTrust Investment Advisory Services bought 88 IBM shares in Q3 2013, an estimated $16K.
  • IBM made up 0.6% of FinTrust Investment Advisory Services's portfolio in Q3 2013, its #44 holding.
  • FinTrust Investment Advisory Services first reported a position in IBM in Q2 2013 and has held it in 2 quarters since.
  • 1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

Based on FinTrust Investment Advisory Services's 13F filing for Q3 2013, filed 2 Oct 2013.