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Franklin, Parlapiano, Turner & Welch’s IBM IBM Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q4 		– Sell
-29,206
Closed -$4.22M – 46
2018
Q3 		$4.22M Buy
29,206
+1,408
+5% +$197K 1.69% 25
2018
Q2 		$3.71M Buy
27,798
+836
+3% +$117K 1.53% 25
2018
Q1 		$3.96M Buy
26,962
+106
+0.4% +$16K 1.69% 24
2017
Q4 		$3.94M Buy
26,856
+1,478
+6% +$215K 1.61% 24
2017
Q3 		$3.52M Buy
25,378
+2,347
+10% +$327K 1.51% 25
2017
Q2 		$3.39M Buy
23,031
+1,609
+8% +$243K 1.55% 25
2017
Q1 		$3.57M Buy
21,422
+640
+3% +$107K 1.66% 23
2016
Q4 		$3.3M Buy
20,782
+457
+2% +$69.6K 1.64% 25
2016
Q3 		$3.09M Buy
20,325
+1,896
+10% +$288K 1.57% 26
2016
Q2 		$2.67M Buy
18,429
+505
+3% +$72.3K 1.43% 27
2016
Q1 		$2.6M Buy
17,924
+1,327
+8% +$170K 1.43% 27
2015
Q4 		$2.18M Buy
16,597
+1,138
+7% +$153K 1.29% 28
2015
Q3 		$2.14M Buy
15,459
+410
+3% +$60.5K 1.41% 28
2015
Q2 		$2.34M Buy
15,049
+561
+4% +$90.2K 1.55% 27
2015
Q1 		$2.22M Buy
14,488
+671
+5% +$102K 1.49% 28
2014
Q4 		$2.12M Buy
13,817
+998
+8% +$159K 1.42% 28
2014
Q3 		$2.33M Buy
12,819
+590
+5% +$107K 1.67% 26
2014
Q2 		$2.12M Buy
12,229
+297
+2% +$53.5K 1.51% 29
2014
Q1 		$2.2M Buy
11,932
+347
+3% +$61.1K 1.59% 25
2013
Q4 		$2.08M Buy
11,585
+611
+6% +$105K 1.44% 29
2013
Q3 		$1.94M Buy
10,974
+1,391
+15% +$253K 1.42% 28
2013
Q2 		$1.75M Buy
+9,583
New +$1.87M 1.49% 26

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IBM Position: Q4 2018 in Review

Franklin, Parlapiano, Turner & Welch sold out of IBM (IBM) in Q4 2018, closing a stake of 29,206 shares — an estimated $4.22M sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IBM in Q2 2013 and held it in 22 quarters. The position peaked at $4.22M in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Franklin, Parlapiano, Turner & Welch reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 29,206 IBM shares in Q4 2018, an estimated $4.22M.
  • Franklin, Parlapiano, Turner & Welch first reported a position in IBM in Q2 2013 and held it in 22 quarters.
  • Franklin, Parlapiano, Turner & Welch's IBM position peaked at $4.22M in Q3 2018.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q4 2018, filed 1 Feb 2019.