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Nationwide Fund Advisors’s IBM IBM Stock Holding History

Nationwide Fund Advisors’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
-328,405
Closed -$45.5M – 975
2017
Q3 		$45.5M Buy
328,405
+2,226
+0.7% +$310K 0.18% 92
2017
Q2 		$48M Sell
326,179
-7,833
-2% -$1.18M 0.19% 79
2017
Q1 		$55.6M Buy
334,012
+25,698
+8% +$4.31M 0.22% 61
2016
Q4 		$48.9M Sell
308,314
-9,186
-3% -$1.4M 0.2% 76
2016
Q3 		$48.2M Sell
317,500
-4,281
-1% -$650K 0.2% 83
2016
Q2 		$46.7M Sell
321,781
-5,615
-2% -$804K 0.2% 89
2016
Q1 		$47.4M Sell
327,396
-19,903
-6% -$2.54M 0.21% 83
2015
Q4 		$45.7M Buy
347,299
+1,542
+0.4% +$207K 0.2% 89
2015
Q3 		$47.9M Sell
345,757
-26,598
-7% -$3.93M 0.21% 80
2015
Q2 		$57.9M Sell
372,355
-2,808
-0.7% -$451K 0.24% 72
2015
Q1 		$57.6M Sell
375,163
-6,847
-2% -$1.04M 0.23% 71
2014
Q4 		$58.6M Sell
382,010
-18,926
-5% -$3.01M 0.25% 65
2014
Q3 		$72.8M Sell
400,936
-22,013
-5% -$4.01M 0.31% 45
2014
Q2 		$73.3M Sell
422,949
-48,660
-10% -$8.76M 0.3% 42
2014
Q1 		$86.8M Buy
471,609
+7,872
+2% +$1.39M 0.4% 31
2013
Q4 		$83.2M Sell
463,737
-206,688
-31% -$35.6M 0.35% 36
2013
Q3 		$119M Sell
670,425
-47,224
-7% -$8.58M 0.53% 16
2013
Q2 		$131M Buy
+717,649
New +$140M 0.69% 14

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

Nationwide Fund Advisors's IBM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of IBM (IBM) in Q4 2017, closing a stake of 328,405 shares — an estimated $45.5M sold.

Nationwide Fund Advisors first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $131M in Q2 2013. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 328,405 IBM shares in Q4 2017, an estimated $45.5M.
  • Nationwide Fund Advisors first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's IBM position peaked at $131M in Q2 2013.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.