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Ironsides Asset Advisors’s IBM IBM Stock Holding History

Ironsides Asset Advisors’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
Q1 		– Sell
-13,524
Closed -$2.15M – 111
2016
Q4 		$2.15M Sell
13,524
-35
-0.3% -$5.33K 0.59% 45
2016
Q3 		$2.06M Sell
13,559
-4,463
-25% -$677K 0.56% 42
2016
Q2 		$2.62M Sell
18,022
-197
-1% -$28.2K 0.8% 27
2016
Q1 		$2.64M Buy
18,219
+5,729
+46% +$732K 0.66% 35
2015
Q4 		$1.64M Sell
12,490
-355
-3% -$47.7K 0.44% 54
2015
Q3 		$1.78M Buy
12,845
+549
+4% +$81.1K 0.5% 42
2015
Q2 		$1.91M Sell
12,296
-5
-0% -$804 0.54% 40
2015
Q1 		$1.89M Sell
12,301
-314
-2% -$47.6K 0.51% 45
2014
Q4 		$1.94M Sell
12,615
-243
-2% -$38.7K 0.53% 42
2014
Q3 		$2.33M Sell
12,858
-133
-1% -$24.2K 0.68% 33
2014
Q2 		$2.25M Buy
+12,991
New +$2.34M 0.65% 33

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironsides Asset Advisors's IBM Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of IBM (IBM) in Q1 2017, closing a stake of 13,524 shares — an estimated $2.15M sold.

Ironsides Asset Advisors first reported a position in IBM in Q2 2014 and held it in 11 quarters. The position peaked at $2.64M in Q1 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Ironsides Asset Advisors reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Ironsides Asset Advisors sold 13,524 IBM shares in Q1 2017, an estimated $2.15M.
  • Ironsides Asset Advisors first reported a position in IBM in Q2 2014 and held it in 11 quarters.
  • Ironsides Asset Advisors's IBM position peaked at $2.64M in Q1 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.