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New York Life Trust’s IBM IBM Stock Holding History

New York Life Trust’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
Q1 		$12K Sell
74
-702
-90% -$118K 0.58% 33
2016
Q4 		$123K Sell
776
-421
-35% -$64.1K 0.58% 50
2016
Q3 		$182K Sell
1,197
-437
-27% -$66.3K 0.9% 27
2016
Q2 		$237K Buy
1,634
+466
+40% +$66.7K 1.15% 25
2016
Q1 		$169K Sell
1,168
-41
-3% -$5.24K 0.73% 34
2015
Q4 		$159K Buy
1,209
+6
+0.5% +$806 0.68% 37
2015
Q3 		$167K Sell
1,203
-336
-22% -$49.6K 0.74% 38
2015
Q2 		$239K Sell
1,539
-503
-25% -$80.8K 0.99% 25
2015
Q1 		$313K Sell
2,042
-13
-0.6% -$1.97K 1.25% 10
2014
Q4 		$315K Buy
2,055
+128
+7% +$20.4K 1.24% 14
2014
Q3 		$350K Sell
1,927
-30
-2% -$5.47K 1.45% 10
2014
Q2 		$339K Buy
1,957
+717
+58% +$129K 1.43% 10
2014
Q1 		$228K Sell
1,240
-679
-35% -$120K 1.01% 23
2013
Q4 		$344K Sell
1,919
-1
-0.1% -$172 1.56% 8
2013
Q3 		$340K Sell
1,920
-200
-9% -$36.4K 1.7% 7
2013
Q2 		$387K Buy
+2,120
New +$413K 1.78% 9

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Trust's IBM Position: Q1 2017 in Review

New York Life Trust reduced its IBM (IBM) stake by 90% in Q1 2017, selling an estimated $118K and leaving 74 shares worth $12K. The position accounts for 0.58% of the portfolio, ranked #33.

New York Life Trust first reported a position in IBM in Q2 2013 and has held it in 16 quarters since. The position peaked at $387K in Q2 2013. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • New York Life Trust held 74 shares of IBM worth $12K as of Q1 2017.
  • New York Life Trust sold 702 IBM shares in Q1 2017, an estimated $118K.
  • IBM made up 0.58% of New York Life Trust's portfolio in Q1 2017, its #33 holding.
  • New York Life Trust first reported a position in IBM in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's IBM position peaked at $387K in Q2 2013.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.