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New Harbor Financial Group’s IBM IBM Stock Holding History

New Harbor Financial 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
Q1 		– Sell
-262
Closed -$34K – 128
2015
Q4 		$34K Hold
262
– – 0.05% 42
2015
Q3 		$36K Hold
262
– – 0.05% 44
2015
Q2 		$40K Hold
262
– – 0.04% 42
2015
Q1 		$40K Buy
262
+157
+150% +$23.8K 0.04% 40
2014
Q4 		$16K Buy
+105
New +$16.7K 0.02% 65
2014
Q3 		– Sell
-105
Closed -$18K – 56
2014
Q2 		$18K Hold
105
– – 0.02% 70
2014
Q1 		$19K Buy
105
+10
+11% +$1.76K 0.02% 62
2013
Q4 		$17K Hold
95
– – 0.02% 60
2013
Q3 		$17K Hold
95
– – 0.02% 55
2013
Q2 		$17K Buy
+95
New +$18.5K 0.03% 59

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Harbor Financial Group's IBM Position: Q1 2016 in Review

New Harbor Financial Group sold out of IBM (IBM) in Q1 2016, closing a stake of 262 shares — an estimated $34K sold.

New Harbor Financial Group first reported a position in IBM in Q2 2013 and held it in 10 quarters. The position peaked at $40K in Q2 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • New Harbor Financial Group reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • New Harbor Financial Group sold 262 IBM shares in Q1 2016, an estimated $34K.
  • New Harbor Financial Group first reported a position in IBM in Q2 2013 and held it in 10 quarters.
  • New Harbor Financial Group's IBM position peaked at $40K in Q2 2015.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on New Harbor Financial Group's 13F filing for Q1 2016, filed 4 May 2016.