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Retirement Design & Management’s IBM IBM Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-6,928
Closed -$1M – 27
2016
Q2 		$1M Sell
6,928
-36
-0.5% -$5.15K 0.63% 34
2016
Q1 		$1.01M Sell
6,964
-131
-2% -$16.7K 0.72% 35
2015
Q4 		$933K Buy
7,095
+131
+2% +$17.6K 0.52% 42
2015
Q3 		$965K Buy
6,964
+105
+2% +$15.5K 1% 32
2015
Q2 		$1.07M Hold
6,859
– – 0.92% 32
2015
Q1 		$1.05M Hold
6,859
– – 0.92% 33
2014
Q4 		$1.05M Buy
+6,859
New +$1.09M 0.8% 35

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

Retirement Design & Management's IBM Position: Q3 2016 in Review

Retirement Design & Management sold out of IBM (IBM) in Q3 2016, closing a stake of 6,928 shares — an estimated $1M sold.

Retirement Design & Management first reported a position in IBM in Q4 2014 and held it in 7 quarters. The position peaked at $1.07M in Q2 2015. 1,753 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

  • Retirement Design & Management reported no remaining IBM position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 6,928 IBM shares in Q3 2016, an estimated $1M.
  • Retirement Design & Management first reported a position in IBM in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's IBM position peaked at $1.07M in Q2 2015.
  • 1,753 funds tracked by Wall St. Rank held IBM as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.