JDR
IBM icon

Jay D. Rosenbaum’s IBM IBM Stock Holding History

Jay D. Rosenbaum’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
-1,705
Closed -$284K – 55
2017
Q1 		$284K Hold
1,705
– – 0.6% 46
2016
Q4 		$270K Sell
1,705
-261
-13% -$39.8K 0.63% 42
2016
Q3 		$299K Hold
1,966
– – 0.04% 42
2016
Q2 		$285K Sell
1,966
-74
-4% -$10.6K 0.04% 40
2016
Q1 		$295K Hold
2,040
– – 0.07% 40
2015
Q4 		$269K Hold
2,040
– – 0.08% 35
2015
Q3 		$282K Hold
2,040
– – 0.08% 34
2015
Q2 		$316K Sell
2,040
-418
-17% -$67.2K 0.07% 36
2015
Q1 		$377K Hold
2,458
– – 0.08% 36
2014
Q4 		$377K Buy
+2,458
New +$391K 0.08% 35

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

Jay D. Rosenbaum's IBM Position: Q2 2017 in Review

Jay D. Rosenbaum sold out of IBM (IBM) in Q2 2017, closing a stake of 1,705 shares — an estimated $284K sold.

Jay D. Rosenbaum first reported a position in IBM in Q4 2014 and held it in 10 quarters. The position peaked at $377K in Q1 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Jay D. Rosenbaum reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Jay D. Rosenbaum sold 1,705 IBM shares in Q2 2017, an estimated $284K.
  • Jay D. Rosenbaum first reported a position in IBM in Q4 2014 and held it in 10 quarters.
  • Jay D. Rosenbaum's IBM position peaked at $377K in Q1 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Jay D. Rosenbaum's 13F filing for Q2 2017, filed 21 Jul 2017.