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McKinley Capital Management’s IBM IBM Stock Holding History

McKinley 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
2017
Q2 		– Sell
-1,600
Closed -$266K – 505
2017
Q1 		$266K Sell
1,600
-178
-10% -$29.8K 0.01% 327
2016
Q4 		$282K Buy
+1,778
New +$271K 0.01% 329
2014
Q1 		– Sell
-61,625
Closed -$11.1M – 395
2013
Q4 		$11.1M Buy
61,625
+39,909
+184% +$6.88M 0.43% 61
2013
Q3 		$3.85M Sell
21,716
-9,845
-31% -$1.79M 0.17% 129
2013
Q2 		$5.77M Buy
+31,561
New +$6.15M 0.29% 75

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

McKinley Capital Management's IBM Position: Q2 2017 in Review

McKinley Capital Management sold out of IBM (IBM) in Q2 2017, closing a stake of 1,600 shares — an estimated $266K sold.

McKinley Capital Management first reported a position in IBM in Q2 2013 and held it in 5 quarters. The position peaked at $11.1M in Q4 2013. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • McKinley Capital Management reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 1,600 IBM shares in Q2 2017, an estimated $266K.
  • McKinley Capital Management first reported a position in IBM in Q2 2013 and held it in 5 quarters.
  • McKinley Capital Management's IBM position peaked at $11.1M in Q4 2013.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.