HDE
IBM icon

Hutner Daniel Ellsworth’s IBM IBM Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$2.88M Buy
19,877
+613
+3% +$87.7K 2.46% 16
2016
Q1 		$2.79M Buy
19,264
+1,951
+11% +$249K 2.48% 16
2015
Q4 		$2.28M Buy
+17,313
New +$2.33M 2.12% 17

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hutner Daniel Ellsworth's IBM Position: Q2 2016 in Review

Hutner Daniel Ellsworth increased its IBM (IBM) stake by 3.2% in Q2 2016, buying an estimated $87.7K and bringing the position to 19,877 shares worth $2.88M. The position accounts for 2.46% of the portfolio, ranked #16.

Hutner Daniel Ellsworth first reported a position in IBM in Q4 2015 and has held it in 3 quarters since. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

  • Hutner Daniel Ellsworth held 19,877 shares of IBM worth $2.88M as of Q2 2016.
  • Hutner Daniel Ellsworth bought 613 IBM shares in Q2 2016, an estimated $87.7K.
  • IBM made up 2.46% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #16 holding.
  • Hutner Daniel Ellsworth first reported a position in IBM in Q4 2015 and has held it in 3 quarters since.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.