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Nine Chapters Capital Management’s IBM IBM Stock Holding History

Nine Chapters Capital Management’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
Q3 		$711K Buy
+5,125
New +$714K 1.57% 10
2015
Q3 		– Sell
-24,372
Closed -$3.79M – 1085
2015
Q2 		$3.79M Buy
24,372
+22,698
+1,356% +$3.65M 0.32% 63
2015
Q1 		$257K Sell
1,674
-75,207
-98% -$11.4M 0.02% 766
2014
Q4 		$11.8M Buy
76,881
+55,020
+252% +$8.75M 1.02% 2
2014
Q3 		$3.97M Buy
+21,861
New +$3.98M 0.35% 59
2013
Q4 		– Sell
-16,841
Closed -$2.98M – 862
2013
Q3 		$2.98M Buy
16,841
+14,331
+571% +$2.6M 0.35% 66
2013
Q2 		$459K Buy
+2,510
New +$489K 0.08% 357

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Nine Chapters Capital Management's IBM Position: Q3 2017 in Review

Nine Chapters Capital Management opened a new position in IBM (IBM) in Q3 2017: 5,125 shares worth $711K. The stake represents 1.57% of the portfolio and ranks #10 among its holdings. This is a return to the name: Nine Chapters Capital Management previously reported a position in IBM as recently as Q2 2015.

Nine Chapters Capital Management first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2014. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Nine Chapters Capital Management held 5,125 shares of IBM worth $711K as of Q3 2017.
  • IBM was a new Nine Chapters Capital Management position in Q3 2017.
  • IBM made up 1.57% of Nine Chapters Capital Management's portfolio in Q3 2017, its #10 holding.
  • Nine Chapters Capital Management first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
  • Nine Chapters Capital Management's IBM position peaked at $11.8M in Q4 2014.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Nine Chapters Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.