Investors Capital Advisory Services’s IBM IBM Stock Holding History

Investors Capital Advisory Services’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	$1.79M	Sell	12,347 -47	-0.4%	-$6.73K	0.34%	67
2016 Q1	$1.79M	Buy	12,394 +3,087	+33%	+$394K	0.36%	65
2015 Q4	$1.22M	Sell	9,307 -1,298	-12%	-$174K	0.24%	108
2015 Q3	$1.47M	Buy	10,605 +728	+7%	+$108K	0.29%	73
2015 Q2	$1.53M	Sell	9,877 -417	-4%	-$67K	0.28%	84
2015 Q1	$1.58M	Sell	10,294 -8,279	-45%	-$1.26M	0.29%	77
2014 Q4	$2.85M	Sell	18,573 -1,859	-9%	-$296K	0.54%	27
2014 Q3	$3.71M	Sell	20,432 -4,122	-17%	-$751K	0.73%	21
2014 Q2	$4.25M	Buy	24,554 +5,156	+27%	+$928K	0.69%	18
2014 Q1	$3.57M	Sell	19,398 -1,239	-6%	-$218K	0.77%	19
2013 Q4	$3.7M	Buy	20,637 +150	+0.7%	+$25.9K	0.86%	13
2013 Q3	$3.63M	Sell	20,487 -1,777	-8%	-$323K	0.94%	12
2013 Q2	$4.07M	Buy	+22,264	New	+$4.34M	1.24%	5

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Capital Advisory Services's IBM Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its IBM (IBM) stake by 0.38% in Q2 2016, selling an estimated $6.73K and leaving 12,347 shares worth $1.79M. The position accounts for 0.34% of the portfolio, ranked #67.

Investors Capital Advisory Services first reported a position in IBM in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.25M in Q2 2014. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

Investors Capital Advisory Services held 12,347 shares of IBM worth $1.79M as of Q2 2016.
Investors Capital Advisory Services sold 47 IBM shares in Q2 2016, an estimated $6.73K.
IBM made up 0.34% of Investors Capital Advisory Services's portfolio in Q2 2016, its #67 holding.
Investors Capital Advisory Services first reported a position in IBM in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's IBM position peaked at $4.25M in Q2 2014.
1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.