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Investment Centers of America’s IBM IBM Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-9,184
Closed -$1.28M – 205
2017
Q3 		$1.28M Buy
9,184
+911
+11% +$127K 0.09% 188
2017
Q2 		$1.22M Sell
8,273
-1,972
-19% -$297K 0.09% 191
2017
Q1 		$1.7M Sell
10,245
-7,977
-44% -$1.34M 0.13% 149
2016
Q4 		$2.88M Buy
18,222
+2,229
+14% +$340K 0.25% 98
2016
Q3 		$2.44M Sell
15,993
-69
-0.4% -$10.5K 0.25% 93
2016
Q2 		$2.33M Sell
16,062
-889
-5% -$127K 0.26% 94
2016
Q1 		$2.46M Buy
16,951
+1,925
+13% +$246K 0.27% 91
2015
Q4 		$1.98M Buy
15,026
+1,122
+8% +$151K 0.26% 98
2015
Q3 		$1.92M Buy
13,904
+10,447
+302% +$1.54M 0.29% 93
2015
Q2 		$531K Sell
3,457
-1,273
-27% -$205K 0.08% 233
2015
Q1 		$721K Buy
4,730
+2,371
+101% +$360K 0.11% 194
2014
Q4 		$358K Sell
2,359
-1,461
-38% -$232K 0.08% 259
2014
Q3 		$692K Sell
3,820
-71
-2% -$12.9K 0.12% 181
2014
Q2 		$675K Sell
3,891
-2,156
-36% -$388K 0.15% 150
2014
Q1 		$1.08M Buy
6,047
+936
+18% +$165K 0.23% 119
2013
Q4 		$916K Sell
5,111
-936
-15% -$161K 0.44% 61
2013
Q3 		$1.08M Buy
6,047
+3,397
+128% +$617K 0.22% 120
2013
Q2 		$482K Buy
+2,650
New +$516K 0.13% 166

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Centers of America's IBM Position: Q4 2017 in Review

Investment Centers of America sold out of IBM (IBM) in Q4 2017, closing a stake of 9,184 shares — an estimated $1.28M sold.

Investment Centers of America first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $2.88M in Q4 2016. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Investment Centers of America reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 9,184 IBM shares in Q4 2017, an estimated $1.28M.
  • Investment Centers of America first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's IBM position peaked at $2.88M in Q4 2016.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.