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Founders Capital Management (Connecticut)’s IBM IBM Stock Holding History

Founders Capital Management (Connecticut)’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
Q3 		– Sell
-5,246
Closed -$701K – 54
2018
Q2 		$701K Sell
5,246
-1,077
-17% -$150K 0.32% 33
2018
Q1 		$907K Sell
6,323
-1,996
-24% -$302K 0.42% 32
2017
Q4 		$1.22M Sell
8,319
-178
-2% -$25.9K 0.54% 32
2017
Q3 		$1.18M Sell
8,497
-30,829
-78% -$4.29M 0.56% 32
2017
Q2 		$5.75M Hold
39,326
– – 2.87% 19
2017
Q1 		$6.55M Sell
39,326
-97
-0.2% -$16.3K 3.35% 12
2016
Q4 		$6.26M Sell
39,423
-317
-0.8% -$48.3K 3.39% 13
2016
Q3 		$6.04M Sell
39,740
-612
-2% -$92.9K 3.37% 14
2016
Q2 		$5.86M Sell
40,352
-78
-0.2% -$11.2K 3.29% 15
2016
Q1 		$5.85M Buy
40,430
+769
+2% +$98.2K 3.41% 12
2015
Q4 		$5.22M Buy
39,661
+25
+0.1% +$3.36K 3.14% 15
2015
Q3 		$5.47M Buy
39,636
+250
+0.6% +$36.9K 3.53% 10
2015
Q2 		$6.13M Buy
39,386
+1,001
+3% +$161K 3.67% 10
2015
Q1 		$5.89M Buy
38,385
+2,698
+8% +$409K 3.52% 12
2014
Q4 		$5.47M Buy
35,687
+1,608
+5% +$256K 3.35% 14
2014
Q3 		$6.18M Buy
34,079
+243
+0.7% +$44.3K 3.96% 8
2014
Q2 		$5.86M Buy
33,836
+3,743
+12% +$674K 3.88% 8
2014
Q1 		$5.54M Buy
30,093
+1,182
+4% +$208K 4.44% 7
2013
Q4 		$5.18M Buy
+28,911
New +$4.99M 4.37% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Founders Capital Management (Connecticut)'s IBM Position: Q3 2018 in Review

Founders Capital Management (Connecticut) sold out of IBM (IBM) in Q3 2018, closing a stake of 5,246 shares — an estimated $701K sold.

Founders Capital Management (Connecticut) first reported a position in IBM in Q4 2013 and held it in 19 quarters. The position peaked at $6.55M in Q1 2017. 1,923 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Founders Capital Management (Connecticut) reported no remaining IBM position as of Q3 2018 after selling out during the quarter.
  • Founders Capital Management (Connecticut) sold 5,246 IBM shares in Q3 2018, an estimated $701K.
  • Founders Capital Management (Connecticut) first reported a position in IBM in Q4 2013 and held it in 19 quarters.
  • Founders Capital Management (Connecticut)'s IBM position peaked at $6.55M in Q1 2017.
  • 1,923 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q3 2018, filed 11 Oct 2018.