MWVC
IBM icon

Morgens Waterfall Vintiadis & Co’s IBM IBM Stock Holding History

Morgens Waterfall Vintiadis & Co’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
Q1 		– Sell
-25,627
Closed -$4.07M – 59
2016
Q4 		$4.07M Buy
+25,627
New +$3.9M 3.89% 4

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's IBM Position: Q1 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of IBM (IBM) in Q1 2017, closing a stake of 25,627 shares — an estimated $4.07M sold.

Morgens Waterfall Vintiadis & Co first reported a position in IBM in Q4 2016 and held it in 1 quarter. The position peaked at $4.07M in Q4 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Morgens Waterfall Vintiadis & Co reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 25,627 IBM shares in Q1 2017, an estimated $4.07M.
  • Morgens Waterfall Vintiadis & Co first reported a position in IBM in Q4 2016 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's IBM position peaked at $4.07M in Q4 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2017, filed 15 May 2017.