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Independent Portfolio Consultants’s IBM IBM Stock Holding History

Independent Portfolio Consultants’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 		$367K Sell
2,495
-1,074
-30% -$162K 0.15% 210
2017
Q1 		$594K Sell
3,569
-5,020
-58% -$842K 0.21% 174
2016
Q4 		$1.36M Buy
8,589
+31
+0.4% +$4.72K 0.45% 48
2016
Q3 		$1.3M Buy
8,558
+313
+4% +$47.5K 0.41% 55
2016
Q2 		$1.2M Sell
8,245
-154
-2% -$22K 0.38% 64
2016
Q1 		$1.22M Buy
8,399
+7,479
+813% +$955K 0.34% 89
2015
Q4 		$121K Sell
920
-168
-15% -$22.6K 0.04% 426
2015
Q3 		$151K Buy
1,088
+722
+197% +$107K 0.03% 392
2015
Q2 		$57K Sell
366
-116
-24% -$18.6K 0.01% 608
2015
Q1 		$74K Sell
482
-167
-26% -$25.3K 0.02% 544
2014
Q4 		$99K Buy
649
+173
+36% +$27.5K 0.02% 508
2014
Q3 		$86K Buy
+476
New +$86.7K 0.02% 571

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

Independent Portfolio Consultants's IBM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its IBM (IBM) stake by 30% in Q2 2017, selling an estimated $162K and leaving 2,495 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #210.

Independent Portfolio Consultants first reported a position in IBM in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2016. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Independent Portfolio Consultants held 2,495 shares of IBM worth $367K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,074 IBM shares in Q2 2017, an estimated $162K.
  • IBM made up 0.15% of Independent Portfolio Consultants's portfolio in Q2 2017, its #210 holding.
  • Independent Portfolio Consultants first reported a position in IBM in Q3 2014 and has held it in 12 quarters since.
  • Independent Portfolio Consultants's IBM position peaked at $1.36M in Q4 2016.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.