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McQueen Ball & Associates’s IBM IBM Stock Holding History

McQueen Ball & Associates’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
-1,461
Closed -$243 – 105
2017
Q1 		$243 Sell
1,461
-62
-4% -$10.4K 0.13% 91
2016
Q4 		$242K Hold
1,523
– – 0.16% 92
2016
Q3 		$231K Hold
1,523
– – 0.16% 92
2016
Q2 		$221K Buy
1,523
+105
+7% +$15K 0.16% 94
2016
Q1 		$205K Buy
+1,418
New +$181K 0.15% 92

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

McQueen Ball & Associates's IBM Position: Q2 2017 in Review

McQueen Ball & Associates sold out of IBM (IBM) in Q2 2017, closing a stake of 1,461 shares — an estimated $243 sold.

McQueen Ball & Associates first reported a position in IBM in Q1 2016 and held it in 5 quarters. The position peaked at $242K in Q4 2016. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • McQueen Ball & Associates reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • McQueen Ball & Associates sold 1,461 IBM shares in Q2 2017, an estimated $243.
  • McQueen Ball & Associates first reported a position in IBM in Q1 2016 and held it in 5 quarters.
  • McQueen Ball & Associates's IBM position peaked at $242K in Q4 2016.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on McQueen Ball & Associates's 13F filing for Q2 2017, filed 5 Jul 2017.