FIM
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FourPoints Investment Managers’s IBM IBM Stock Holding History

FourPoints Investment Managers’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
2017
Q1 		$1.5M Buy
8,996
+2,929
+48% +$491K 1.56% 34
2016
Q4 		$963K Buy
+6,067
New +$924K 0.85% 46

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourPoints Investment Managers's IBM Position: Q1 2017 in Review

FourPoints Investment Managers increased its IBM (IBM) stake by 48% in Q1 2017, buying an estimated $491K and bringing the position to 8,996 shares worth $1.5M. The position accounts for 1.56% of the portfolio, ranked #34.

FourPoints Investment Managers first reported a position in IBM in Q4 2016 and has held it in 2 quarters since. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • FourPoints Investment Managers held 8,996 shares of IBM worth $1.5M as of Q1 2017.
  • FourPoints Investment Managers bought 2,929 IBM shares in Q1 2017, an estimated $491K.
  • IBM made up 1.56% of FourPoints Investment Managers's portfolio in Q1 2017, its #34 holding.
  • FourPoints Investment Managers first reported a position in IBM in Q4 2016 and has held it in 2 quarters since.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on FourPoints Investment Managers's 13F filing for Q1 2017, filed 15 May 2017.