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Opus Capital Group’s IBM IBM Stock Holding History

Opus Capital 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
2018
Q1 		– Sell
-2,738
Closed -$402K – 237
2017
Q4 		$402K Sell
2,738
-139
-5% -$20.2K 0.09% 160
2017
Q3 		$400K Buy
2,877
+9
+0.3% +$1.25K 0.09% 156
2017
Q2 		$422K Sell
2,868
-335
-10% -$50.5K 0.08% 135
2017
Q1 		$534K Buy
3,203
+490
+18% +$82.2K 0.07% 131
2016
Q4 		$432K Buy
2,713
+58
+2% +$8.84K 0.06% 134
2016
Q3 		$402K Buy
+2,655
New +$403K 0.08% 138
2014
Q4 		– Sell
-1,370
Closed -$249K – 233
2014
Q3 		$249K Hold
1,370
– – 0.03% 222
2014
Q2 		$237K Sell
1,370
-15
-1% -$2.7K 0.02% 214
2014
Q1 		$255K Sell
1,385
-78
-5% -$13.7K 0.02% 187
2013
Q4 		$262K Buy
+1,463
New +$252K 0.01% 180

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

Opus Capital Group's IBM Position: Q1 2018 in Review

Opus Capital Group sold out of IBM (IBM) in Q1 2018, closing a stake of 2,738 shares — an estimated $402K sold.

Opus Capital Group first reported a position in IBM in Q4 2013 and held it in 10 quarters. The position peaked at $534K in Q1 2017. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Opus Capital Group reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • Opus Capital Group sold 2,738 IBM shares in Q1 2018, an estimated $402K.
  • Opus Capital Group first reported a position in IBM in Q4 2013 and held it in 10 quarters.
  • Opus Capital Group's IBM position peaked at $534K in Q1 2017.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Opus Capital Group's 13F filing for Q1 2018, filed 4 May 2018.