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Parasol Investment Management’s IBM IBM Stock Holding History

Parasol Investment 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
Q1 		$281K Sell
1,689
-2,849
-63% -$478K 0.46% 20
2016
Q4 		$720K Buy
4,538
+142
+3% +$21.6K 0.76% 26
2016
Q3 		$668K Buy
4,396
+125
+3% +$19K 0.69% 26
2016
Q2 		$620K Sell
4,271
-352
-8% -$50.4K 0.65% 29
2016
Q1 		$669K Buy
4,623
+275
+6% +$35.1K 0.65% 23
2015
Q4 		$572K Sell
4,348
-110
-2% -$14.8K 0.55% 23
2015
Q3 		$618K Sell
4,458
-2,655
-37% -$392K 0.56% 21
2015
Q2 		$1.11M Buy
7,113
+410
+6% +$65.9K 0.74% 23
2015
Q1 		$1.03M Buy
6,703
+952
+17% +$144K 0.65% 24
2014
Q4 		$882K Buy
5,751
+2,005
+54% +$319K 0.61% 26
2014
Q3 		$680K Buy
3,746
+3,419
+1,046% +$623K 0.47% 31
2014
Q2 		$57K Hold
327
– – 0.04% 100
2014
Q1 		$60K Hold
327
– – 0.04% 74
2013
Q4 		$59K Buy
+327
New +$56.4K 0.04% 72

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parasol Investment Management's IBM Position: Q1 2017 in Review

Parasol Investment Management reduced its IBM (IBM) stake by 63% in Q1 2017, selling an estimated $478K and leaving 1,689 shares worth $281K. The position accounts for 0.46% of the portfolio, ranked #20.

Parasol Investment Management first reported a position in IBM in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.11M in Q2 2015. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Parasol Investment Management held 1,689 shares of IBM worth $281K as of Q1 2017.
  • Parasol Investment Management sold 2,849 IBM shares in Q1 2017, an estimated $478K.
  • IBM made up 0.46% of Parasol Investment Management's portfolio in Q1 2017, its #20 holding.
  • Parasol Investment Management first reported a position in IBM in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's IBM position peaked at $1.11M in Q2 2015.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.