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Harfst & Associates’s IBM IBM Stock Holding History

Harfst & 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
Q3 		– Sell
-213
Closed -$31K – 136
2017
Q2 		$31K Sell
213
-98
-32% -$14.8K 0.01% 154
2017
Q1 		$51K Buy
+311
New +$52.1K 0.02% 149
2016
Q1 		– Sell
-616
Closed -$81K – 142
2015
Q4 		$81K Hold
616
– – 0.03% 156
2015
Q3 		$85K Hold
616
– – 0.04% 147
2015
Q2 		$96K Buy
+616
New +$99K 0.05% 126

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Harfst & Associates's IBM Position: Q3 2017 in Review

Harfst & Associates sold out of IBM (IBM) in Q3 2017, closing a stake of 213 shares — an estimated $31K sold.

Harfst & Associates first reported a position in IBM in Q2 2015 and held it in 5 quarters. The position peaked at $96K in Q2 2015. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Harfst & Associates reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 213 IBM shares in Q3 2017, an estimated $31K.
  • Harfst & Associates first reported a position in IBM in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's IBM position peaked at $96K in Q2 2015.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.