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Park Avenue Institutional Advisers’s IBM IBM Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-5,830
Closed -$846K – 202
2016
Q2 		$846K Sell
5,830
-52
-0.9% -$7.44K 0.73% 30
2016
Q1 		$852K Sell
5,882
-165
-3% -$21.1K 0.74% 29
2015
Q4 		$796K Sell
6,047
-224
-4% -$30.1K 0.69% 32
2015
Q3 		$869K Sell
6,271
-213
-3% -$31.5K 0.77% 29
2015
Q2 		$1.01M Buy
+6,484
New +$1.04M 0.81% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Park Avenue Institutional Advisers's IBM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of IBM (IBM) in Q3 2016, closing a stake of 5,830 shares — an estimated $846K sold.

Park Avenue Institutional Advisers first reported a position in IBM in Q2 2015 and held it in 5 quarters. The position peaked at $1.01M in Q2 2015. 1,753 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining IBM position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 5,830 IBM shares in Q3 2016, an estimated $846K.
  • Park Avenue Institutional Advisers first reported a position in IBM in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's IBM position peaked at $1.01M in Q2 2015.
  • 1,753 funds tracked by Wall St. Rank held IBM as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.