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Globe Life’s IBM IBM Stock Holding History

Globe Life’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
2016
Q4 		– Sell
-57,948
Closed -$8.8M – 11
2016
Q3 		$8.8M Hold
57,948
– – 7.24% 4
2016
Q2 		$8.85M Sell
57,948
-6,276
-10% -$898K 7.33% 4
2016
Q1 		$9.3M Buy
+64,224
New +$8.2M 7.96% 4
2015
Q4 		– Sell
-72,592
Closed -$10.1M – 33
2015
Q3 		$10.1M Buy
72,592
+7,322
+11% +$1.08M 7.83% 2
2015
Q2 		$10.1M Hold
65,270
– – 7.91% 2
2015
Q1 		$10M Hold
65,270
– – 7.78% 2
2014
Q4 		$10M Sell
65,270
-7,532
-10% -$1.2M 7.81% 2
2014
Q3 		$13.2M Hold
72,802
– – 10.63% 2
2014
Q2 		$12.6M Hold
72,802
– – 10.29% 2
2014
Q1 		$13.4M Hold
72,802
– – 11.48% 2
2013
Q4 		$13.1M Hold
72,802
– – 11.35% 2
2013
Q3 		$12.9M Hold
72,802
– – 12.33% 2
2013
Q2 		$13.3M Buy
+72,802
New +$14.2M 12.91% 2

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Globe Life's IBM Position: Q4 2016 in Review

Globe Life sold out of IBM (IBM) in Q4 2016, closing a stake of 57,948 shares — an estimated $8.8M sold.

Globe Life first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $13.4M in Q1 2014. 1,817 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Globe Life reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
  • Globe Life sold 57,948 IBM shares in Q4 2016, an estimated $8.8M.
  • Globe Life first reported a position in IBM in Q2 2013 and held it in 13 quarters.
  • Globe Life's IBM position peaked at $13.4M in Q1 2014.
  • 1,817 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Globe Life's 13F filing for Q4 2016, filed 8 Feb 2017.