FNY Managed Accounts’s IBM IBM Stock Holding History

FNY Managed Accounts’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 Q1	$120K	Buy	821 +343	+72%	+$51.9K	0.14%	54
2017 Q4	$70K	Buy	478 +323	+208%	+$47K	0.06%	76
2017 Q3	$21K	Buy	+155	New	+$21.6K	0.03%	334
2017 Q2	–	Sell	-1,201	Closed	-$199K	–	374
2017 Q1	$199K	Buy	+1,201	New	+$201K	0.62%	24
2016 Q2	–	Sell	-4,916	Closed	-$712K	–	350
2016 Q1	$712K	Buy	+4,916	New	+$628K	1.24%	17

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FNY Managed Accounts's IBM Position: Q1 2018 in Review

FNY Managed Accounts increased its IBM (IBM) stake by 72% in Q1 2018, buying an estimated $51.9K and bringing the position to 821 shares worth $120K. The position accounts for 0.14% of the portfolio, ranked #54.

FNY Managed Accounts first reported a position in IBM in Q1 2016 and has held it in 5 quarters since. The position peaked at $712K in Q1 2016. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

FNY Managed Accounts held 821 shares of IBM worth $120K as of Q1 2018.
FNY Managed Accounts bought 343 IBM shares in Q1 2018, an estimated $51.9K.
IBM made up 0.14% of FNY Managed Accounts's portfolio in Q1 2018, its #54 holding.
FNY Managed Accounts first reported a position in IBM in Q1 2016 and has held it in 5 quarters since.
FNY Managed Accounts's IBM position peaked at $712K in Q1 2016.
1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.