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MYCIO Wealth Partners’s IBM IBM Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-5,925
Closed -$759K – 191
2019
Q4 		$759K Sell
5,925
-122
-2% -$15.9K 0.05% 151
2019
Q3 		$841K Sell
6,047
-308
-5% -$41.5K 0.06% 129
2019
Q2 		$838K Sell
6,355
-99
-2% -$13K 0.07% 122
2019
Q1 		$871K Buy
6,454
+9
+0.1% +$1.15K 0.07% 115
2018
Q4 		$700K Sell
6,445
-121
-2% -$14.5K 0.07% 129
2018
Q3 		$949K Buy
6,566
+66
+1% +$9.22K 0.09% 97
2018
Q2 		$868K Buy
6,500
+107
+2% +$14.9K 0.09% 109
2018
Q1 		$938K Sell
6,393
-157
-2% -$23.8K 0.11% 82
2017
Q4 		$961K Buy
6,550
+27
+0.4% +$3.93K 0.1% 80
2017
Q3 		$904K Buy
6,523
+1,281
+24% +$178K 0.1% 92
2017
Q2 		$771K Sell
5,242
-887
-14% -$134K 0.09% 99
2017
Q1 		$1.02M Buy
6,129
+349
+6% +$58.5K 0.13% 79
2016
Q4 		$917K Buy
5,780
+752
+15% +$115K 0.12% 82
2016
Q3 		$764K Sell
5,028
-32
-0.6% -$4.86K 0.13% 74
2016
Q2 		$734K Sell
5,060
-418
-8% -$59.8K 0.13% 77
2016
Q1 		$793K Buy
5,478
+1,159
+27% +$148K 0.14% 65
2015
Q4 		$568K Hold
4,319
– – 0.1% 81
2015
Q3 		$599K Hold
4,319
– – 0.12% 69
2015
Q2 		$672K Hold
4,319
– – 0.13% 66
2015
Q1 		$663K Sell
4,319
-99
-2% -$15K 0.13% 65
2014
Q4 		$678K Buy
4,418
+444
+11% +$70.6K 0.14% 64
2014
Q3 		$721K Buy
3,974
+353
+10% +$64.3K 0.17% 58
2014
Q2 		$628K Buy
3,621
+2
+0.1% +$360 0.14% 66
2014
Q1 		$666K Sell
3,619
-1,124
-24% -$198K 0.16% 63
2013
Q4 		$850K Sell
4,743
-179
-4% -$30.9K 0.21% 51
2013
Q3 		$871K Sell
4,922
-519
-10% -$94.3K 0.24% 47
2013
Q2 		$994K Buy
+5,441
New +$1.06M 0.28% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

MYCIO Wealth Partners's IBM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of IBM (IBM) in Q1 2020, closing a stake of 5,925 shares — an estimated $759K sold.

MYCIO Wealth Partners first reported a position in IBM in Q2 2013 and held it in 27 quarters. The position peaked at $1.02M in Q1 2017. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,925 IBM shares in Q1 2020, an estimated $759K.
  • MYCIO Wealth Partners first reported a position in IBM in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's IBM position peaked at $1.02M in Q1 2017.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.