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Oak Point Wealth Management’s IBM IBM Stock Holding History

Oak Point Wealth 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
2018
Q1 		$312K Sell
2,173
-1,414
-39% -$214K 0.32% 87
2017
Q4 		$528K Buy
+3,587
New +$522K 0.52% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Oak Point Wealth Management's IBM Position: Q1 2018 in Review

Oak Point Wealth Management reduced its IBM (IBM) stake by 39% in Q1 2018, selling an estimated $214K and leaving 2,173 shares worth $312K. The position accounts for 0.32% of the portfolio, ranked #87.

Oak Point Wealth Management first reported a position in IBM in Q4 2017 and has held it in 2 quarters since. The position peaked at $528K in Q4 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Oak Point Wealth Management held 2,173 shares of IBM worth $312K as of Q1 2018.
  • Oak Point Wealth Management sold 1,414 IBM shares in Q1 2018, an estimated $214K.
  • IBM made up 0.32% of Oak Point Wealth Management's portfolio in Q1 2018, its #87 holding.
  • Oak Point Wealth Management first reported a position in IBM in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's IBM position peaked at $528K in Q4 2017.
  • 1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.