IRF
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IBM Retirement Fund’s Popular Inc BPOP Stock Holding History

IBM Retirement Fund’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,271
Closed -$362K – 400
2016
Q4 		$362K Sell
8,271
-1,488
-15% -$60.2K 0.02% 710
2016
Q3 		$373K Sell
9,759
-583
-6% -$20.8K 0.02% 750
2016
Q2 		$303K Sell
10,342
-163
-2% -$4.8K 0.01% 844
2016
Q1 		$301K Sell
10,505
-13,411
-56% -$351K 0.01% 833
2015
Q4 		$678K Buy
23,916
+1,800
+8% +$53.2K 0.01% 891
2015
Q3 		$669K Sell
22,116
-1,910
-8% -$57.1K 0.01% 793
2015
Q2 		$693K Sell
24,026
-354
-1% -$11.9K 0.01% 901
2015
Q1 		$838K Hold
24,380
– – 0.02% 821
2014
Q4 		$830K Buy
24,380
+2,156
+10% +$67.6K 0.02% 814
2014
Q3 		$654K Sell
22,224
-2,912
-12% -$92.9K 0.01% 865
2014
Q2 		$865K Sell
25,136
-88
-0.3% -$2.71K 0.02% 839
2014
Q1 		$791K Sell
25,224
-13,939
-36% -$397K 0.02% 846
2013
Q4 		$1.13M Sell
39,163
-2,915
-7% -$78.8K 0.01% 865
2013
Q3 		$1.1M Sell
42,078
-5,878
-12% -$185K 0.02% 860
2013
Q2 		$1.46M Buy
+47,956
New +$1.39M 0.02% 802

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BlackRock
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Diamond Hill Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return