MF
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MHI Funds’s IBM IBM Stock Holding History

MHI Funds’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
2018
Q1 		– Sell
-8,963
Closed -$1.31M – 99
2017
Q4 		$1.31M Buy
+8,963
New +$1.3M 1.14% 39

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MHI Funds's IBM Position: Q1 2018 in Review

MHI Funds sold out of IBM (IBM) in Q1 2018, closing a stake of 8,963 shares — an estimated $1.31M sold.

MHI Funds first reported a position in IBM in Q4 2017 and held it in 1 quarter. The position peaked at $1.31M in Q4 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • MHI Funds reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • MHI Funds sold 8,963 IBM shares in Q1 2018, an estimated $1.31M.
  • MHI Funds first reported a position in IBM in Q4 2017 and held it in 1 quarter.
  • MHI Funds's IBM position peaked at $1.31M in Q4 2017.
  • 1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on MHI Funds's 13F filing for Q1 2018, filed 19 Apr 2018.