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Kanaly Trust’s IBM IBM Stock Holding History

Kanaly Trust’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 		$619K Buy
3,898
+323
+9% +$49.2K 0.13% 75
2016
Q3 		$543K Buy
3,575
+400
+13% +$60.7K 0.12% 93
2016
Q2 		$461K Sell
3,175
-665
-17% -$95.2K 0.09% 101
2016
Q1 		$556K Buy
3,840
+128
+3% +$16.4K 0.11% 95
2015
Q4 		$488K Sell
3,712
-937
-20% -$126K 0.1% 97
2015
Q3 		$644K Buy
4,649
+218
+5% +$32.2K 0.14% 82
2015
Q2 		$689K Sell
4,431
-917
-17% -$147K 0.14% 84
2015
Q1 		$821K Sell
5,348
-3,693
-41% -$560K 0.16% 74
2014
Q4 		$1.39M Buy
9,041
+2,315
+34% +$368K 0.28% 52
2014
Q3 		$1.22M Sell
6,726
-140
-2% -$25.5K 0.24% 53
2014
Q2 		$1.19M Sell
6,866
-102
-1% -$18.4K 0.22% 56
2014
Q1 		$1.28M Buy
6,968
+206
+3% +$36.3K 0.25% 52
2013
Q4 		$1.21M Buy
6,762
+3,662
+118% +$632K 0.24% 56
2013
Q3 		$548K Sell
3,100
-38
-1% -$6.91K 0.16% 59
2013
Q2 		$572K Buy
+3,138
New +$611K 0.18% 51

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

Kanaly Trust's IBM Position: Q4 2016 in Review

Kanaly Trust increased its IBM (IBM) stake by 9% in Q4 2016, buying an estimated $49.2K and bringing the position to 3,898 shares worth $619K. The position accounts for 0.13% of the portfolio, ranked #75.

Kanaly Trust first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2014. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Kanaly Trust held 3,898 shares of IBM worth $619K as of Q4 2016.
  • Kanaly Trust bought 323 IBM shares in Q4 2016, an estimated $49.2K.
  • IBM made up 0.13% of Kanaly Trust's portfolio in Q4 2016, its #75 holding.
  • Kanaly Trust first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • Kanaly Trust's IBM position peaked at $1.39M in Q4 2014.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.