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Private Capital Management (Minnesota)’s IBM IBM Stock Holding History

Private Capital Management (Minnesota)’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
Q3 		$497K Buy
3,583
+1,491
+71% +$208K 0.56% 76
2017
Q2 		$308K Buy
+2,092
New +$315K 0.34% 126
2016
Q2 		– Sell
-2,197
Closed -$318K – 186
2016
Q1 		$318K Sell
2,197
-3,033
-58% -$387K 0.29% 143
2015
Q4 		$688K Buy
+5,230
New +$703K 0.63% 54

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Management (Minnesota)'s IBM Position: Q3 2017 in Review

Private Capital Management (Minnesota) increased its IBM (IBM) stake by 71% in Q3 2017, buying an estimated $208K and bringing the position to 3,583 shares worth $497K. The position accounts for 0.56% of the portfolio, ranked #76.

Private Capital Management (Minnesota) first reported a position in IBM in Q4 2015 and has held it in 4 quarters since. The position peaked at $688K in Q4 2015. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Private Capital Management (Minnesota) held 3,583 shares of IBM worth $497K as of Q3 2017.
  • Private Capital Management (Minnesota) bought 1,491 IBM shares in Q3 2017, an estimated $208K.
  • IBM made up 0.56% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #76 holding.
  • Private Capital Management (Minnesota) first reported a position in IBM in Q4 2015 and has held it in 4 quarters since.
  • Private Capital Management (Minnesota)'s IBM position peaked at $688K in Q4 2015.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.