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Monroe Bank & Trust’s IBM IBM Stock Holding History

Monroe Bank & 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
2018
Q4 		– Sell
-1,619
Closed -$234K – 103
2018
Q3 		$234K Buy
1,619
+47
+3% +$6.57K 0.07% 98
2018
Q2 		$210K Sell
1,572
-524
-25% -$73.1K 0.07% 101
2018
Q1 		$308K Sell
2,096
-1,314
-39% -$199K 0.1% 91
2017
Q4 		$500K Buy
3,410
+16
+0.5% +$2.33K 0.16% 80
2017
Q3 		$471K Buy
3,394
+49
+1% +$6.83K 0.15% 81
2017
Q2 		$492K Sell
3,345
-122
-4% -$18.4K 0.16% 80
2017
Q1 		$577K Sell
3,467
-2
-0.1% -$335 0.19% 76
2016
Q4 		$551K Sell
3,469
-182
-5% -$27.7K 0.19% 79
2016
Q3 		$537K Sell
3,651
-404
-10% -$61.3K 0.19% 79
2016
Q2 		$589K Sell
4,055
-247
-6% -$35.4K 0.2% 80
2016
Q1 		$623K Buy
4,302
+95
+2% +$12.1K 0.21% 79
2015
Q4 		$553K Sell
4,207
-199
-5% -$26.7K 0.2% 88
2015
Q3 		$611K Sell
4,406
-159
-3% -$23.5K 0.22% 85
2015
Q2 		$710K Sell
4,565
-157
-3% -$25.2K 0.24% 84
2015
Q1 		$724K Sell
4,722
-548
-10% -$83.1K 0.25% 82
2014
Q4 		$808K Buy
5,270
+978
+23% +$156K 0.27% 81
2014
Q3 		$779K Sell
4,292
-962
-18% -$175K 0.28% 74
2014
Q2 		$910K Buy
5,254
+150
+3% +$27K 0.3% 71
2014
Q1 		$939K Buy
5,104
+230
+5% +$40.5K 0.31% 71
2013
Q4 		$874K Buy
4,874
+83
+2% +$14.3K 0.34% 71
2013
Q3 		$848K Buy
4,791
+753
+19% +$137K 0.35% 70
2013
Q2 		$737K Buy
+4,038
New +$786K 0.33% 72

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monroe Bank & Trust's IBM Position: Q4 2018 in Review

Monroe Bank & Trust sold out of IBM (IBM) in Q4 2018, closing a stake of 1,619 shares — an estimated $234K sold.

Monroe Bank & Trust first reported a position in IBM in Q2 2013 and held it in 22 quarters. The position peaked at $939K in Q1 2014. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Monroe Bank & Trust reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,619 IBM shares in Q4 2018, an estimated $234K.
  • Monroe Bank & Trust first reported a position in IBM in Q2 2013 and held it in 22 quarters.
  • Monroe Bank & Trust's IBM position peaked at $939K in Q1 2014.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Monroe Bank & Trust's 13F filing for Q4 2018, filed 12 Feb 2019.