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Saddle Road Partners’s IBM IBM Stock Holding History

Saddle Road Partners’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
Q2 		– Sell
-24,198
Closed -$3.5M – 127
2016
Q1 		$3.5M Buy
24,198
+136
+0.6% +$17.4K 2.23% 17
2015
Q4 		$3.17M Buy
+24,062
New +$3.23M 2.18% 15

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Saddle Road Partners's IBM Position: Q2 2016 in Review

Saddle Road Partners sold out of IBM (IBM) in Q2 2016, closing a stake of 24,198 shares — an estimated $3.5M sold.

Saddle Road Partners first reported a position in IBM in Q4 2015 and held it in 2 quarters. The position peaked at $3.5M in Q1 2016. 1,725 funds tracked by Wall St. Rank hold IBM as of Q2 2016.

  • Saddle Road Partners reported no remaining IBM position as of Q2 2016 after selling out during the quarter.
  • Saddle Road Partners sold 24,198 IBM shares in Q2 2016, an estimated $3.5M.
  • Saddle Road Partners first reported a position in IBM in Q4 2015 and held it in 2 quarters.
  • Saddle Road Partners's IBM position peaked at $3.5M in Q1 2016.
  • 1,725 funds tracked by Wall St. Rank held IBM as of Q2 2016.

Based on Saddle Road Partners's 13F filing for Q2 2016, filed 12 Jul 2016.