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National Planning Corporation’s IBM IBM Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-23,824
Closed -$3.3M – 289
2017
Q3 		$3.3M Sell
23,824
-23,406
-50% -$3.26M 0.28% 82
2017
Q2 		$7.03M Buy
47,230
+3,328
+8% +$502K 0.53% 37
2017
Q1 		$7.33M Buy
43,902
+61
+0.1% +$10.2K 0.55% 40
2016
Q4 		$7.32M Buy
43,841
+225
+0.5% +$34.3K 0.57% 40
2016
Q3 		$6.49M Sell
43,616
-1,090
-2% -$165K 0.52% 42
2016
Q2 		$6.86M Buy
44,706
+1,753
+4% +$251K 0.53% 40
2016
Q1 		$6.05M Sell
42,953
-17,994
-30% -$2.3M 0.53% 37
2015
Q4 		$7.49M Buy
60,947
+20,927
+52% +$2.81M 0.61% 32
2015
Q3 		$5.42M Buy
40,020
+189
+0.5% +$27.9K 0.5% 39
2015
Q2 		$5.92M Buy
39,831
+103
+0.3% +$16.6K 0.53% 38
2015
Q1 		$6.57M Sell
39,728
-11,030
-22% -$1.67M 0.59% 36
2014
Q4 		$7.52M Buy
50,758
+1,869
+4% +$297K 0.53% 37
2014
Q3 		$8.82M Sell
48,889
-3,012
-6% -$549K 0.67% 31
2014
Q2 		$8.99M Buy
51,901
+1,180
+2% +$212K 0.71% 32
2014
Q1 		$9.38M Buy
50,721
+1,048
+2% +$185K 0.81% 26
2013
Q4 		$8.91M Buy
49,673
+1,741
+4% +$300K 0.79% 23
2013
Q3 		$8.54M Buy
47,932
+9,474
+25% +$1.72M 0.83% 26
2013
Q2 		$7.03M Buy
+38,458
New +$7.49M 0.87% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

National Planning Corporation's IBM Position: Q4 2017 in Review

National Planning Corporation sold out of IBM (IBM) in Q4 2017, closing a stake of 23,824 shares — an estimated $3.3M sold.

National Planning Corporation first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $9.38M in Q1 2014. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • National Planning Corporation reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 23,824 IBM shares in Q4 2017, an estimated $3.3M.
  • National Planning Corporation first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's IBM position peaked at $9.38M in Q1 2014.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.