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Paradigm Financial Advisors’s IBM IBM Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-1,528
Closed -$252K – 109
2017
Q1 		$252K Sell
1,528
-118
-7% -$19.8K 0.13% 91
2016
Q4 		$261K Hold
1,646
– – 0.14% 84
2016
Q3 		$250K Sell
1,646
-113
-6% -$17.1K 0.15% 80
2016
Q2 		$255K Sell
1,759
-450
-20% -$64.4K 0.15% 76
2016
Q1 		$319K Sell
2,209
-187
-8% -$23.9K 0.12% 71
2015
Q4 		$315K Buy
2,396
+52
+2% +$6.99K 0.2% 73
2015
Q3 		$324K Buy
2,344
+261
+13% +$38.5K 0.21% 75
2015
Q2 		$323K Sell
2,083
-776
-27% -$125K 0.24% 74
2015
Q1 		$438K Hold
2,859
– – 0.34% 57
2014
Q4 		$439K Sell
2,859
-96
-3% -$15.3K 0.36% 53
2014
Q3 		$536K Sell
2,955
-127
-4% -$23.1K 0.46% 51
2014
Q2 		$534K Buy
3,082
+1,552
+101% +$279K 0.46% 51
2014
Q1 		$282K Sell
1,530
-268
-15% -$47.2K 0.26% 66
2013
Q4 		$322K Buy
+1,798
New +$310K 0.32% 61

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Paradigm Financial Advisors's IBM Position: Q2 2017 in Review

Paradigm Financial Advisors sold out of IBM (IBM) in Q2 2017, closing a stake of 1,528 shares — an estimated $252K sold.

Paradigm Financial Advisors first reported a position in IBM in Q4 2013 and held it in 14 quarters. The position peaked at $536K in Q3 2014. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Paradigm Financial Advisors reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Paradigm Financial Advisors sold 1,528 IBM shares in Q2 2017, an estimated $252K.
  • Paradigm Financial Advisors first reported a position in IBM in Q4 2013 and held it in 14 quarters.
  • Paradigm Financial Advisors's IBM position peaked at $536K in Q3 2014.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Paradigm Financial Advisors's 13F filing for Q2 2017, filed 22 Aug 2017.