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Invictus RG’s IBM IBM Stock Holding History

Invictus RG’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 		– Sell
-93
Closed -$15K – 720
2017
Q1 		$15K Sell
93
-387
-81% -$64.9K 0.01% 633
2016
Q4 		$76K Sell
480
-956
-67% -$146K 0.05% 435
2016
Q3 		$218K Buy
1,436
+1,044
+266% +$158K 0.17% 228
2016
Q2 		$57K Sell
392
-14
-3% -$2K 0.06% 350
2016
Q1 		$59K Sell
406
-3,104
-88% -$396K 0.07% 331
2015
Q4 		$462K Buy
+3,510
New +$472K 0.44% 49

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

Invictus RG's IBM Position: Q2 2017 in Review

Invictus RG sold out of IBM (IBM) in Q2 2017, closing a stake of 93 shares — an estimated $15K sold.

Invictus RG first reported a position in IBM in Q4 2015 and held it in 6 quarters. The position peaked at $462K in Q4 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Invictus RG reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Invictus RG sold 93 IBM shares in Q2 2017, an estimated $15K.
  • Invictus RG first reported a position in IBM in Q4 2015 and held it in 6 quarters.
  • Invictus RG's IBM position peaked at $462K in Q4 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.