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Foresters Investment Management’s IBM IBM Stock Holding History

Foresters Investment Management’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 		– Sell
-1,690
Closed -$248K – 471
2017
Q4 		$248K Buy
+1,690
New +$246K ﹤0.01% 464
2017
Q3 		– Sell
-84,789
Closed -$12.5M – 605
2017
Q2 		$12.5M Sell
84,789
-41,526
-33% -$6.26M 0.21% 154
2017
Q1 		$21M Hold
126,315
– – 0.37% 102
2016
Q4 		$20.1M Buy
126,315
+262
+0.2% +$39.9K 0.36% 104
2016
Q3 		$19.1M Buy
126,053
+313
+0.2% +$47.5K 0.36% 103
2016
Q2 		$18.2M Buy
125,740
+2,417
+2% +$346K 0.35% 106
2016
Q1 		$17.9M Hold
123,323
– – 0.36% 101
2015
Q4 		$16.2M Sell
123,323
-124,814
-50% -$16.8M 0.33% 113
2015
Q3 		$34.4M Buy
248,137
+2,301
+0.9% +$340K 0.73% 46
2015
Q2 		$38.2M Sell
245,836
-732
-0.3% -$118K 0.72% 37
2015
Q1 		$37.8M Buy
246,568
+1,464
+0.6% +$222K 0.73% 39
2014
Q4 		$37.6M Buy
245,104
+3,138
+1% +$499K 0.75% 38
2014
Q3 		$43.9M Hold
241,966
– – 0.93% 14
2014
Q2 		$41.9M Sell
241,966
-135
-0.1% -$24.3K 0.86% 19
2014
Q1 		$44.6M Sell
242,101
-1,046
-0.4% -$184K 0.96% 13
2013
Q4 		$43.6M Sell
243,147
-2,092
-0.9% -$361K 0.94% 18
2013
Q3 		$43.4M Hold
245,239
– – 1.06% 12
2013
Q2 		$44.8M Buy
+245,239
New +$47.8M 1.35% 7

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Foresters Investment Management's IBM Position: Q1 2018 in Review

Foresters Investment Management sold out of IBM (IBM) in Q1 2018, closing a stake of 1,690 shares — an estimated $248K sold.

Foresters Investment Management first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $44.8M in Q2 2013. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Foresters Investment Management reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 1,690 IBM shares in Q1 2018, an estimated $248K.
  • Foresters Investment Management first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Foresters Investment Management's IBM position peaked at $44.8M in Q2 2013.
  • 1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.