FBA
IBM icon

Front Barnett Associates’s IBM IBM Stock Holding History

Front Barnett Associates’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
2019
Q4 		– Sell
-1,528
Closed -$212K – 118
2019
Q3 		$212K Sell
1,528
-85
-5% -$11.5K 0.04% 112
2019
Q2 		$213K Sell
1,613
-78
-5% -$10.2K 0.04% 111
2019
Q1 		$228K Buy
+1,691
New +$216K 0.04% 112
2018
Q4 		– Sell
-1,803
Closed -$261K – 120
2018
Q3 		$261K Sell
1,803
-37
-2% -$5.17K 0.04% 109
2018
Q2 		$246K Sell
1,840
-638
-26% -$89K 0.04% 109
2018
Q1 		$363K Sell
2,478
-539
-18% -$81.6K 0.06% 95
2017
Q4 		$442K Sell
3,017
-340
-10% -$49.4K 0.07% 90
2017
Q3 		$466K Hold
3,357
– – 0.08% 88
2017
Q2 		$494K Sell
3,357
-31
-0.9% -$4.67K 0.09% 86
2017
Q1 		$564K Sell
3,388
-131
-4% -$22K 0.1% 82
2016
Q4 		$558K Sell
3,519
-157
-4% -$23.9K 0.11% 80
2016
Q3 		$558K Sell
3,676
-209
-5% -$31.7K 0.11% 80
2016
Q2 		$564K Buy
3,885
+105
+3% +$15K 0.11% 79
2016
Q1 		$547K Hold
3,780
– – 0.11% 80
2015
Q4 		$497K Hold
3,780
– – 0.1% 83
2015
Q3 		$524K Sell
3,780
-680
-15% -$100K 0.11% 77
2015
Q2 		$694K Buy
4,460
+94
+2% +$15.1K 0.13% 72
2015
Q1 		$670K Sell
4,366
-115
-3% -$17.4K 0.12% 73
2014
Q4 		$687K Sell
4,481
-11,666
-72% -$1.86M 0.13% 71
2014
Q3 		$2.93M Sell
16,147
-11
-0.1% -$2K 0.56% 46
2014
Q2 		$2.8M Sell
16,158
-629
-4% -$113K 0.52% 47
2014
Q1 		$3.09M Buy
16,787
+21
+0.1% +$3.7K 0.6% 46
2013
Q4 		$3.01M Sell
16,766
-429
-2% -$74K 0.59% 46
2013
Q3 		$3.04M Sell
17,195
-203
-1% -$36.9K 0.65% 47
2013
Q2 		$3.18M Buy
+17,398
New +$3.39M 0.73% 43

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

Front Barnett Associates's IBM Position: Q4 2019 in Review

Front Barnett Associates sold out of IBM (IBM) in Q4 2019, closing a stake of 1,528 shares — an estimated $212K sold.

Front Barnett Associates first reported a position in IBM in Q2 2013 and held it in 25 quarters. The position peaked at $3.18M in Q2 2013. 2,076 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Front Barnett Associates reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Front Barnett Associates sold 1,528 IBM shares in Q4 2019, an estimated $212K.
  • Front Barnett Associates first reported a position in IBM in Q2 2013 and held it in 25 quarters.
  • Front Barnett Associates's IBM position peaked at $3.18M in Q2 2013.
  • 2,076 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Front Barnett Associates's 13F filing for Q4 2019, filed 12 Feb 2020.