J.P. Turner & Co Capital Management’s IBM IBM Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	$690K	Sell	5,007 -3,459	-41%	-$511K	0.72%	39
2015 Q2	$1.32M	Buy	8,466 +3,500	+70%	+$563K	1.03%	21
2015 Q1	$765K	Sell	4,966 -107	-2%	-$16.2K	0.71%	41
2014 Q4	$777K	Buy	+5,073	New	+$807K	0.75%	36

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

J.P. Turner & Co Capital Management's IBM Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its IBM (IBM) stake by 41% in Q3 2015, selling an estimated $511K and leaving 5,007 shares worth $690K. The position accounts for 0.72% of the portfolio, ranked #39.

J.P. Turner & Co Capital Management first reported a position in IBM in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.32M in Q2 2015. 1,712 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

J.P. Turner & Co Capital Management held 5,007 shares of IBM worth $690K as of Q3 2015.
J.P. Turner & Co Capital Management sold 3,459 IBM shares in Q3 2015, an estimated $511K.
IBM made up 0.72% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #39 holding.
J.P. Turner & Co Capital Management first reported a position in IBM in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's IBM position peaked at $1.32M in Q2 2015.
1,712 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.