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Signature Financial Management’s IBM IBM Stock Holding History

Signature Financial 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
2018
Q4 		$681K Sell
6,270
-742
-11% -$89.1K 0.16% 59
2018
Q3 		$1.01M Hold
7,012
– – 0.18% 57
2018
Q2 		$936K Buy
7,012
+3,556
+103% +$496K 0.2% 57
2018
Q1 		$507K Buy
3,456
+351
+11% +$53.1K 0.11% 83
2017
Q4 		$455K Sell
3,105
-1,578
-34% -$229K 0.12% 76
2017
Q3 		$585K Buy
4,683
+190
+4% +$26.5K 0.18% 75
2017
Q2 		$660K Buy
4,493
+920
+26% +$139K 0.21% 63
2017
Q1 		$595K Hold
3,573
– – 0.19% 65
2016
Q4 		$567K Hold
3,573
– – 0.21% 62
2016
Q3 		$544K Hold
3,573
– – 0.22% 58
2016
Q2 		$519K Hold
3,573
– – 0.24% 54
2016
Q1 		$517K Sell
3,573
-105
-3% -$13.4K 0.25% 56
2015
Q4 		$485K Sell
3,678
-359
-9% -$48.2K 0.24% 54
2015
Q3 		$559K Buy
4,037
+878
+28% +$130K 0.34% 41
2015
Q2 		$492K Sell
3,159
-201
-6% -$32.3K 0.32% 43
2015
Q1 		$515K Buy
3,360
+245
+8% +$37.2K 0.33% 38
2014
Q4 		$478K Buy
3,115
+271
+10% +$43.1K 0.33% 39
2014
Q3 		$516K Sell
2,844
-591
-17% -$108K 0.37% 38
2014
Q2 		$596K Buy
3,435
+282
+9% +$50.8K 0.45% 35
2014
Q1 		$579K Buy
3,153
+90
+3% +$15.8K 0.5% 33
2013
Q4 		$550K Hold
3,063
– – 0.43% 36
2013
Q3 		$543K Hold
3,063
– – 0.48% 32
2013
Q2 		$558K Buy
+3,063
New +$597K 0.38% 31

Other funds holding IBM

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Financial Management's IBM Position: Q4 2018 in Review

Signature Financial Management reduced its IBM (IBM) stake by 11% in Q4 2018, selling an estimated $89.1K and leaving 6,270 shares worth $681K. The position accounts for 0.16% of the portfolio, ranked #59.

Signature Financial Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2018. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Signature Financial Management held 6,270 shares of IBM worth $681K as of Q4 2018.
  • Signature Financial Management sold 742 IBM shares in Q4 2018, an estimated $89.1K.
  • IBM made up 0.16% of Signature Financial Management's portfolio in Q4 2018, its #59 holding.
  • Signature Financial Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's IBM position peaked at $1.01M in Q3 2018.
  • 1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.