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Old Mutual Customised Solutions’s IBM IBM Stock Holding History

Old Mutual Customised Solutions’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
Q2 		$8.1M Buy
60,620
+942
+2% +$131K 0.81% 18
2018
Q1 		$8.75M Buy
59,678
+3,556
+6% +$538K 0.89% 16
2017
Q4 		$8.23M Buy
56,122
+18,514
+49% +$2.69M 0.84% 16
2017
Q3 		$5.22M Buy
37,608
+942
+3% +$131K 0.71% 24
2017
Q2 		$5.39M Buy
36,666
+523
+1% +$78.8K 0.8% 21
2017
Q1 		$6.02M Buy
36,143
+3,926
+12% +$658K 0.93% 15
2016
Q4 		$5.11M Buy
32,217
+9,205
+40% +$1.4M 0.94% 14
2016
Q3 		$3.5M Sell
23,012
-3,870
-14% -$587K 1% 14
2016
Q2 		$3.9M Hold
26,882
– – 0.98% 15
2016
Q1 		$3.89M Sell
26,882
-1,360
-5% -$174K 1.01% 14
2015
Q4 		$3.72M Buy
28,242
+105
+0.4% +$14.1K 0.94% 18
2015
Q3 		$3.9M Buy
28,137
+104
+0.4% +$15.4K 1.05% 13
2015
Q2 		$4.36M Buy
28,033
+1,569
+6% +$252K 1.03% 13
2015
Q1 		$4.06M Buy
26,464
+12,343
+87% +$1.87M 0.98% 14
2014
Q4 		$2.17M Buy
14,121
+1,778
+14% +$283K 0.62% 26
2014
Q3 		$2.24M Sell
12,343
-2,824
-19% -$514K 0.63% 26
2014
Q2 		$2.63M Sell
15,167
-941
-6% -$169K 0.63% 24
2014
Q1 		$2.96M Buy
16,108
+4,079
+34% +$718K 0.74% 22
2013
Q4 		$2.16M Hold
12,029
– – 0.56% 27
2013
Q3 		$2.13M Buy
12,029
+314
+3% +$57.1K 0.6% 27
2013
Q2 		$2.14M Buy
+11,715
New +$2.28M 0.62% 24

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Old Mutual Customised Solutions's IBM Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its IBM (IBM) stake by 1.6% in Q2 2018, buying an estimated $131K and bringing the position to 60,620 shares worth $8.1M. The position accounts for 0.81% of the portfolio, ranked #18.

Old Mutual Customised Solutions first reported a position in IBM in Q2 2013 and has held it in 21 quarters since. The position peaked at $8.75M in Q1 2018. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Old Mutual Customised Solutions held 60,620 shares of IBM worth $8.1M as of Q2 2018.
  • Old Mutual Customised Solutions bought 942 IBM shares in Q2 2018, an estimated $131K.
  • IBM made up 0.81% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #18 holding.
  • Old Mutual Customised Solutions first reported a position in IBM in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's IBM position peaked at $8.75M in Q1 2018.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.