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Goldstein Munger & Associates’s IBM IBM Stock Holding History

Goldstein Munger & 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
2017
Q2 		– Sell
-1,674
Closed -$279K – 39
2017
Q1 		$279K Buy
+1,674
New +$281K 0.12% 36
2015
Q3 		– Sell
-2,213
Closed -$344K – 33
2015
Q2 		$344K Buy
+2,213
New +$356K 0.15% 26

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldstein Munger & Associates's IBM Position: Q2 2017 in Review

Goldstein Munger & Associates sold out of IBM (IBM) in Q2 2017, closing a stake of 1,674 shares — an estimated $279K sold.

Goldstein Munger & Associates first reported a position in IBM in Q2 2015 and held it in 2 quarters. The position peaked at $344K in Q2 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Goldstein Munger & Associates reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Goldstein Munger & Associates sold 1,674 IBM shares in Q2 2017, an estimated $279K.
  • Goldstein Munger & Associates first reported a position in IBM in Q2 2015 and held it in 2 quarters.
  • Goldstein Munger & Associates's IBM position peaked at $344K in Q2 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Goldstein Munger & Associates's 13F filing for Q2 2017, filed 25 Jul 2017.