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Girard Securities’s IBM IBM Stock Holding History

Girard Securities’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 		– Sell
-1,496
Closed -$237K – 174
2016
Q4 		$237K Sell
1,496
-235
-14% -$35.8K 0.21% 141
2016
Q3 		$263K Sell
1,731
-51
-3% -$7.74K 0.27% 116
2016
Q2 		$257K Buy
1,782
+36
+2% +$5.15K 0.24% 117
2016
Q1 		$251K Sell
1,746
-611
-26% -$78K 0.25% 114
2015
Q4 		$310K Buy
+2,357
New +$317K 0.31% 102

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

Girard Securities's IBM Position: Q1 2017 in Review

Girard Securities sold out of IBM (IBM) in Q1 2017, closing a stake of 1,496 shares — an estimated $237K sold.

Girard Securities first reported a position in IBM in Q4 2015 and held it in 5 quarters. The position peaked at $310K in Q4 2015. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Girard Securities reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Girard Securities sold 1,496 IBM shares in Q1 2017, an estimated $237K.
  • Girard Securities first reported a position in IBM in Q4 2015 and held it in 5 quarters.
  • Girard Securities's IBM position peaked at $310K in Q4 2015.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Girard Securities's 13F filing for Q1 2017, filed 15 May 2017.