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Montage Investments’s IBM IBM Stock Holding History

Montage Investments’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
Q3 		$4.92M Buy
32,423
+25,000
+337% +$3.79M 2.7% 5
2016
Q2 		$1.08M Sell
7,423
-4,174
-36% -$597K 0.75% 48
2016
Q1 		$1.68M Buy
+11,597
New +$1.48M 1.2% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Montage Investments's IBM Position: Q3 2016 in Review

Montage Investments increased its IBM (IBM) stake by 337% in Q3 2016, buying an estimated $3.79M and bringing the position to 32,423 shares worth $4.92M. The position accounts for 2.7% of the portfolio, ranked #5.

Montage Investments first reported a position in IBM in Q1 2016 and has held it in 3 quarters since. 1,753 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

  • Montage Investments held 32,423 shares of IBM worth $4.92M as of Q3 2016.
  • Montage Investments bought 25,000 IBM shares in Q3 2016, an estimated $3.79M.
  • IBM made up 2.7% of Montage Investments's portfolio in Q3 2016, its #5 holding.
  • Montage Investments first reported a position in IBM in Q1 2016 and has held it in 3 quarters since.
  • 1,753 funds tracked by Wall St. Rank held IBM as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.