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NatWest Group’s IBM IBM Stock Holding History

NatWest Group’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
Q4 		– Sell
-99,064
Closed -$15M – 118
2016
Q3 		$15M Buy
+99,064
New +$15M 3.55% 7
2015
Q4 		– Sell
-29,020
Closed -$4.02M – 221
2015
Q3 		$4.02M Sell
29,020
-979
-3% -$145K 0.09% 117
2015
Q2 		$4.67M Sell
29,999
-1,104
-4% -$177K 0.06% 111
2015
Q1 		$4.77M Sell
31,103
-3,878
-11% -$588K 0.06% 124
2014
Q4 		$5.37K Sell
34,981
-6,467
-16% -$1.03M 0.05% 114
2014
Q3 		$7.52K Sell
41,448
-23,844
-37% -$4.34M 0.06% 112
2014
Q2 		$11.3M Sell
65,292
-2,470
-4% -$445K 0.48% 61
2014
Q1 		$12.5M Sell
67,762
-85,914
-56% -$15.1M 0.55% 51
2013
Q4 		$27.6M Buy
153,676
+38,614
+34% +$6.66M 0.7% 32
2013
Q3 		$20.4M Sell
115,062
-494,524
-81% -$89.9M 0.59% 43
2013
Q2 		$111M Buy
+609,586
New +$119M 1.58% 6

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
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
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

NatWest Group's IBM Position: Q4 2016 in Review

NatWest Group sold out of IBM (IBM) in Q4 2016, closing a stake of 99,064 shares — an estimated $15M sold.

NatWest Group first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $111M in Q2 2013. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • NatWest Group reported no remaining IBM position as of Q4 2016 after selling out during the quarter.
  • NatWest Group sold 99,064 IBM shares in Q4 2016, an estimated $15M.
  • NatWest Group first reported a position in IBM in Q2 2013 and held it in 11 quarters.
  • NatWest Group's IBM position peaked at $111M in Q2 2013.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on NatWest Group's 13F filing for Q4 2016, filed 13 Feb 2017.