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Jacobus Wealth Management’s IBM IBM Stock Holding History

Jacobus Wealth 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
2016
Q4 		– Sell
-2,542
Closed -$386K – 210
2016
Q3 		$386K Buy
2,542
+440
+21% +$66.8K 0.11% 128
2016
Q2 		$305K Sell
2,102
-641
-23% -$91.8K 0.09% 135
2016
Q1 		$397K Buy
2,743
+471
+21% +$60.2K 0.12% 141
2015
Q4 		$299K Sell
2,272
-499
-18% -$67K 0.09% 168
2015
Q3 		$384K Sell
2,771
-1,046
-27% -$154K 0.11% 137
2015
Q2 		$594K Buy
3,817
+685
+22% +$110K 0.15% 116
2015
Q1 		$481K Hold
3,132
– – 0.12% 126
2014
Q4 		$480K Sell
3,132
-727
-19% -$116K 0.12% 127
2014
Q3 		$700K Buy
3,859
+261
+7% +$47.5K 0.19% 99
2014
Q2 		$624K Sell
3,598
-41
-1% -$7.38K 0.16% 116
2014
Q1 		$670K Sell
3,639
-1,323
-27% -$233K 0.16% 109
2013
Q4 		$890K Buy
4,962
+3,037
+158% +$524K 0.26% 84
2013
Q3 		$341K Sell
1,925
-407
-17% -$74K 0.12% 132
2013
Q2 		$426K Buy
+2,332
New +$454K 0.16% 108

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
State Street
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Jacobus Wealth Management's IBM Position: Q4 2016 in Review

Jacobus Wealth Management sold out of IBM (IBM) in Q4 2016, closing a stake of 2,542 shares — an estimated $386K sold.

Jacobus Wealth Management first reported a position in IBM in Q2 2013 and held it in 14 quarters. The position peaked at $890K in Q4 2013. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Jacobus Wealth Management reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,542 IBM shares in Q4 2016, an estimated $386K.
  • Jacobus Wealth Management first reported a position in IBM in Q2 2013 and held it in 14 quarters.
  • Jacobus Wealth Management's IBM position peaked at $890K in Q4 2013.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Jacobus Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.